Paulson Wealth Management’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Paulson Wealth Management’s Portfolio VRP Stock Details VRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-175	Closed	-$4K	–	520
2017 Q4	$4K	Buy	+175	New	+$4.53K	﹤0.01%	493

Other funds holding VRP

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Paulson Wealth Management's VRP Position: Q1 2018 in Review

Paulson Wealth Management sold out of Invesco Variable Rate Preferred ETF (VRP) in Q1 2018, closing a stake of 175 shares — an estimated $4K sold.

Paulson Wealth Management first reported a position in VRP in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 164 funds tracked by Wall St. Rank hold VRP as of Q1 2018.

Paulson Wealth Management reported no remaining Invesco Variable Rate Preferred ETF position as of Q1 2018 after selling out during the quarter.
Paulson Wealth Management sold 175 Invesco Variable Rate Preferred ETF shares in Q1 2018, an estimated $4K.
Paulson Wealth Management first reported a position in Invesco Variable Rate Preferred ETF in Q4 2017 and held it in 1 quarter.
Paulson Wealth Management's Invesco Variable Rate Preferred ETF position peaked at $4K in Q4 2017.
164 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.