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

Sound View Wealth 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
2019 Q1	$237K	Hold	9,625	–	–	0.07%	221
2018 Q4	$220K	Buy	+9,625	New	+$230K	0.08%	213

Other funds holding VRP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Sound View Wealth Advisors's VRP Position: Q1 2019 in Review

Sound View Wealth Advisors held its Invesco Variable Rate Preferred ETF (VRP) position steady in Q1 2019 at 9,625 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #221.

Sound View Wealth Advisors first reported a position in VRP in Q4 2018 and has held it in 2 quarters since. 167 funds tracked by Wall St. Rank hold VRP as of Q1 2019.

Sound View Wealth Advisors held 9,625 shares of Invesco Variable Rate Preferred ETF worth $237K as of Q1 2019.
Sound View Wealth Advisors left its Invesco Variable Rate Preferred ETF share count unchanged in Q1 2019.
Invesco Variable Rate Preferred ETF made up 0.07% of Sound View Wealth Advisors's portfolio in Q1 2019, its #221 holding.
Sound View Wealth Advisors first reported a position in Invesco Variable Rate Preferred ETF in Q4 2018 and has held it in 2 quarters since.
167 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.