RDA Financial Network’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

RDA Financial Network’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
2019 Q4	–	Sell	-8,948	Closed	-$230K	–	263
2019 Q3	$230K	Buy	+8,948	New	+$226K	0.1%	211

Other funds holding VRP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

RDA Financial Network's VRP Position: Q4 2019 in Review

RDA Financial Network sold out of Invesco Variable Rate Preferred ETF (VRP) in Q4 2019, closing a stake of 8,948 shares — an estimated $230K sold.

RDA Financial Network first reported a position in VRP in Q3 2019 and held it in 1 quarter. The position peaked at $230K in Q3 2019. 179 funds tracked by Wall St. Rank hold VRP as of Q4 2019.

RDA Financial Network reported no remaining Invesco Variable Rate Preferred ETF position as of Q4 2019 after selling out during the quarter.
RDA Financial Network sold 8,948 Invesco Variable Rate Preferred ETF shares in Q4 2019, an estimated $230K.
RDA Financial Network first reported a position in Invesco Variable Rate Preferred ETF in Q3 2019 and held it in 1 quarter.
RDA Financial Network's Invesco Variable Rate Preferred ETF position peaked at $230K in Q3 2019.
179 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q4 2019.

Based on RDA Financial Network's 13F filing for Q4 2019, filed 30 Jan 2020.