Raab & Moskowitz Asset Management’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Raab & Moskowitz Asset 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
2020 Q1	–	Sell	-170	Closed	-$4K	–	498
2019 Q4	$4K	Buy	+170	New	+$4.36K	﹤0.01%	479
2018 Q4	–	Sell	-35	Closed	–	–	487
2018 Q3	$0	Buy	+35	New	+$875	﹤0.01%	565

Other funds holding VRP

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Raab & Moskowitz Asset Management's VRP Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Invesco Variable Rate Preferred ETF (VRP) in Q1 2020, closing a stake of 170 shares — an estimated $4K sold.

Raab & Moskowitz Asset Management first reported a position in VRP in Q3 2018 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 165 funds tracked by Wall St. Rank hold VRP as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining Invesco Variable Rate Preferred ETF position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 170 Invesco Variable Rate Preferred ETF shares in Q1 2020, an estimated $4K.
Raab & Moskowitz Asset Management first reported a position in Invesco Variable Rate Preferred ETF in Q3 2018 and held it in 2 quarters.
Raab & Moskowitz Asset Management's Invesco Variable Rate Preferred ETF position peaked at $4K in Q4 2019.
165 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.