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SJS Investment Consulting’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

SJS Investment Consulting’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
Q4 		– Sell
-480
Closed -$11.7K – 1709
2024
Q3 		$11.7K Buy
+480
New +$11.6K ﹤0.01% 350

Other funds holding VRP

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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

SJS Investment Consulting's VRP Position: Q4 2024 in Review

SJS Investment Consulting sold out of Invesco Variable Rate Preferred ETF (VRP) in Q4 2024, closing a stake of 480 shares — an estimated $11.7K sold.

SJS Investment Consulting first reported a position in VRP in Q3 2024 and held it in 1 quarter. The position peaked at $11.7K in Q3 2024. 243 funds tracked by Wall St. Rank hold VRP as of Q4 2024.

  • SJS Investment Consulting reported no remaining Invesco Variable Rate Preferred ETF position as of Q4 2024 after selling out during the quarter.
  • SJS Investment Consulting sold 480 Invesco Variable Rate Preferred ETF shares in Q4 2024, an estimated $11.7K.
  • SJS Investment Consulting first reported a position in Invesco Variable Rate Preferred ETF in Q3 2024 and held it in 1 quarter.
  • SJS Investment Consulting's Invesco Variable Rate Preferred ETF position peaked at $11.7K in Q3 2024.
  • 243 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q4 2024.

Based on SJS Investment Consulting's 13F filing for Q4 2024, filed 21 Jan 2025.