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Safeguard Investment Advisory Group’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-50
Closed -$1K – 708
2020
Q4 		$1K Buy
+50
New +$1.27K ﹤0.01% 693

Other funds holding VRP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Safeguard Investment Advisory Group's VRP Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Invesco Variable Rate Preferred ETF (VRP) in Q1 2021, closing a stake of 50 shares — an estimated $1K sold.

Safeguard Investment Advisory Group first reported a position in VRP in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 188 funds tracked by Wall St. Rank hold VRP as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Invesco Variable Rate Preferred ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 50 Invesco Variable Rate Preferred ETF shares in Q1 2021, an estimated $1K.
  • Safeguard Investment Advisory Group first reported a position in Invesco Variable Rate Preferred ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Invesco Variable Rate Preferred ETF position peaked at $1K in Q4 2020.
  • 188 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.