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

TCI 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
Q2 		– Sell
-1,750
Closed -$43K – 1560
2019
Q1 		$43K Buy
+1,750
New +$42.2K 0.02% 364

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

TCI Wealth Advisors's VRP Position: Q2 2019 in Review

TCI Wealth Advisors sold out of Invesco Variable Rate Preferred ETF (VRP) in Q2 2019, closing a stake of 1,750 shares — an estimated $43K sold.

TCI Wealth Advisors first reported a position in VRP in Q1 2019 and held it in 1 quarter. The position peaked at $43K in Q1 2019. 159 funds tracked by Wall St. Rank hold VRP as of Q2 2019.

  • TCI Wealth Advisors reported no remaining Invesco Variable Rate Preferred ETF position as of Q2 2019 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,750 Invesco Variable Rate Preferred ETF shares in Q2 2019, an estimated $43K.
  • TCI Wealth Advisors first reported a position in Invesco Variable Rate Preferred ETF in Q1 2019 and held it in 1 quarter.
  • TCI Wealth Advisors's Invesco Variable Rate Preferred ETF position peaked at $43K in Q1 2019.
  • 159 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q2 2019.

Based on TCI Wealth Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.