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Resurgent Financial Advisors’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Resurgent Financial Advisors’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
2024
Q2 		– Sell
-26,790
Closed -$637K – 207
2024
Q1 		$637K Buy
26,790
+13,415
+100% +$315K 0.34% 85
2023
Q4 		$309K Sell
13,375
-522
-4% -$11.7K 0.19% 130
2023
Q3 		$311K Sell
13,897
-1,102
-7% -$24.8K 0.21% 110
2023
Q2 		$334K Sell
14,999
-2,350
-14% -$51.9K 0.22% 103
2023
Q1 		$384K Sell
17,349
-380
-2% -$8.68K 0.26% 91
2022
Q4 		$397K Sell
17,729
-5,081
-22% -$113K 0.21% 110
2022
Q3 		$500K Buy
22,810
+19
+0.1% +$434 0.33% 91
2022
Q2 		$506K Buy
22,791
+1,117
+5% +$26K 0.32% 92
2022
Q1 		$530K Buy
21,674
+9,565
+79% +$239K 0.33% 84
2021
Q4 		$314K Buy
+12,109
New +$314K 0.25% 91

Other funds holding VRP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Resurgent Financial Advisors's VRP Position: Q2 2024 in Review

Resurgent Financial Advisors sold out of Invesco Variable Rate Preferred ETF (VRP) in Q2 2024, closing a stake of 26,790 shares — an estimated $637K sold.

Resurgent Financial Advisors first reported a position in VRP in Q4 2021 and held it in 10 quarters. The position peaked at $637K in Q1 2024. 240 funds tracked by Wall St. Rank hold VRP as of Q2 2024.

  • Resurgent Financial Advisors reported no remaining Invesco Variable Rate Preferred ETF position as of Q2 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 26,790 Invesco Variable Rate Preferred ETF shares in Q2 2024, an estimated $637K.
  • Resurgent Financial Advisors first reported a position in Invesco Variable Rate Preferred ETF in Q4 2021 and held it in 10 quarters.
  • Resurgent Financial Advisors's Invesco Variable Rate Preferred ETF position peaked at $637K in Q1 2024.
  • 240 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q2 2024.

Based on Resurgent Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.