Global Wealth Management Investment Advisory, Inc. Invesco ETF Tr Ii Var Rate Pfd Transaction History

Global Wealth Management Investment Advisory, Inc.

$578 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 10, 2019	SELL	$22.92 - $24.6 $2,635 - $2,829	-115 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$22.45 - $24.92 $2,581 - $2,865	115 New	115 $3,000

Others Institutions Holding VRP

# of Institutions

267

Shares Held

52.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

8.83M
Shares

$217 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

8.49M
Shares

$209 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

3.15M
Shares

$77.3 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.25M
Shares

$55.3 Million
0.02% of portfolio
Ubs Group Ag

2.15M
Shares

$52.9 Million
0.01% of portfolio

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