River Wealth Advisors’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,622
Closed -$37K 494
2018
Q4
$37K Hold
1,622
0.02% 272
2018
Q3
$40K Hold
1,622
0.01% 305
2018
Q2
$40K Buy
+1,622
New +$40.5K 0.02% 295

Other funds holding VRP

River Wealth Advisors's VRP Position: Q1 2019 in Review

River Wealth Advisors sold out of Invesco Variable Rate Preferred ETF (VRP) in Q1 2019, closing a stake of 1,622 shares — an estimated $37K sold.

River Wealth Advisors first reported a position in VRP in Q2 2018 and held it in 3 quarters. The position peaked at $40K in Q3 2018. 167 funds tracked by Wall St. Rank hold VRP as of Q1 2019.

  • River Wealth Advisors reported no remaining Invesco Variable Rate Preferred ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 1,622 Invesco Variable Rate Preferred ETF shares in Q1 2019, an estimated $37K.
  • River Wealth Advisors first reported a position in Invesco Variable Rate Preferred ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Invesco Variable Rate Preferred ETF position peaked at $40K in Q3 2018.
  • 167 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.