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Invesco Variable Rate Preferred Etf etf shares owned by Beta Wealth

Quarter-by-quarter ownership of Invesco Variable Rate Preferred Etf etf (VRP) shares owned by Beta Wealth from 13F filings

Historical chart of Beta Wealth investment in Invesco Variable Rate Preferred Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco Variable Rate Preferred Etf etf held by Beta Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Variable Rate Preferred Etf etf by Beta Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 49k 24.46
2024-06-30 $1.1M 44k 23.96
2024-03-31 $1.2M 49k 23.77

More positions owned by Beta Wealth

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Amazon (AMZN)
Blackstone Group Inc Com Cl A (BX)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
Walt Disney Company (DIS)
Vanguard World Health Car Etf (VHT)
Dbx Etf Tr Xtrack Msci Eafe (HDEF)
Apple (AAPL)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Beta Wealth

Top funds holding Invesco Variable Rate Preferred Etf etf

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Advisory Alpha
LPL Financial
Stephens
Envestnet Asset Management
Advisors Capital Management
HighTower Advisors
Royal Bank of Canada
Matthew Goff Investment Advisor
Benjamin Edwards
Benjamin F. Edwards & Company
Evolution Wealth Advisors
Ashton Thomas Private Wealth

View all funds holding Invesco Variable Rate Preferred Etf etf