VRP

Invesco Variable Rate Prefer

Latest period2024 - Q4Total superinvestors29

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 29 superinvestors own shares of Invesco Variable Rate Prefer (VRP), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Variable Rate Prefer (VRP), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco Variable Rate Prefer (VRP) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco Variable Rate Prefer (VRP) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Luciana Roditi@Evolution Wealth Advisors, Llc
Recent Activity
Increased 1.84%
1.87%
$11.142M
460,612 shares@ 24.2 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 22.57%
0.02%
$7.095M
293,322 shares@ 24.19 avg price
Son Nguyen@Elmwood Wealth Management, Inc.
Recent Activity
Increased 2.14%
1.49%
$3.689M
152,510 shares@ 24.2 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 45.84%
0.04%
$3.661M
151,333 shares@ 24.2 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.01%
0.01%
$1.689M
69,070 shares@ 24.46 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 5.63%
0.06%
$1.492M
61,698 shares@ 24.19 avg price
Jeff Weglarz@Goldstone Financial Group, Llc
Recent Activity
Increased 7.74%
0.24%
$1.485M
61,395 shares@ 24.19 avg price
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
Increased 13.8%
0.07%
$875,894
36,209 shares@ 24.19 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Increased 37.36%
0.04%
$411,027
17,020 shares@ 24.15 avg price
Christina Duncan@Marion Wealth Management
Recent Activity
Increased 1.68%
0.09%
$335,595
13,873 shares@ 24.2 avg price