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Retirement Planning Company of New England’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-100
Closed -$2K – 873
2021
Q4 		$2K Buy
+100
New +$2.6K ﹤0.01% 867

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SI
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Osaic Holdings
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Retirement Planning Company of New England's VRP Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Invesco Variable Rate Preferred ETF (VRP) in Q1 2022, closing a stake of 100 shares — an estimated $2K sold.

Retirement Planning Company of New England first reported a position in VRP in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 237 funds tracked by Wall St. Rank hold VRP as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Invesco Variable Rate Preferred ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 100 Invesco Variable Rate Preferred ETF shares in Q1 2022, an estimated $2K.
  • Retirement Planning Company of New England first reported a position in Invesco Variable Rate Preferred ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Invesco Variable Rate Preferred ETF position peaked at $2K in Q4 2021.
  • 237 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.