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

Sutton 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
2018
Q4 		– Sell
-1,150
Closed -$28.6K – 1194
2018
Q3 		$28.6K Buy
+1,150
New +$28.8K 0.02% 456

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Sutton Wealth Advisors's VRP Position: Q4 2018 in Review

Sutton Wealth Advisors sold out of Invesco Variable Rate Preferred ETF (VRP) in Q4 2018, closing a stake of 1,150 shares — an estimated $28.6K sold.

Sutton Wealth Advisors first reported a position in VRP in Q3 2018 and held it in 1 quarter. The position peaked at $28.6K in Q3 2018. 169 funds tracked by Wall St. Rank hold VRP as of Q4 2018.

  • Sutton Wealth Advisors reported no remaining Invesco Variable Rate Preferred ETF position as of Q4 2018 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,150 Invesco Variable Rate Preferred ETF shares in Q4 2018, an estimated $28.6K.
  • Sutton Wealth Advisors first reported a position in Invesco Variable Rate Preferred ETF in Q3 2018 and held it in 1 quarter.
  • Sutton Wealth Advisors's Invesco Variable Rate Preferred ETF position peaked at $28.6K in Q3 2018.
  • 169 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q4 2018.

Based on Sutton Wealth Advisors's 13F filing for Q4 2018, filed 6 Nov 2023.