AWM
VRIG icon

Accurate Wealth Management’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Accurate Wealth Management’s Portfolio VRIG Stock Details VRIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,000
Closed -$302K – 338
2024
Q1 		$302K Buy
12,000
+1,732
+17% +$43.4K 0.09% 212
2023
Q4 		$258K Buy
10,268
+1,574
+18% +$39.3K 0.08% 225
2023
Q3 		$217K Sell
8,694
-194
-2% -$4.84K 0.07% 246
2023
Q2 		$222K Buy
+8,888
New +$221K 0.07% 248
2023
Q1 		– Sell
-3,392
Closed -$84.1K – 1432
2022
Q4 		$84.1K Buy
+3,392
New +$83.6K 0.03% 340

Other funds holding VRIG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $1.79B AUM 18.67% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $230M AUM 28.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return