Action Point Financial Planning’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Action Point Financial Planning’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
2026 Q2	$255K	Buy	+10,161	New	+$255K	0.03%	388

Other funds holding VRIG

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return

Action Point Financial Planning's VRIG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco Variable Rate Investment Grade ETF (VRIG) in Q2 2026: 10,161 shares worth $255K. The stake represents 0.03% of the portfolio and ranks #388 among its holdings.

170 funds tracked by Wall St. Rank hold VRIG as of Q2 2026.

Action Point Financial Planning held 10,161 shares of Invesco Variable Rate Investment Grade ETF worth $255K as of Q2 2026.
Invesco Variable Rate Investment Grade ETF was a new Action Point Financial Planning position in Q2 2026.
Invesco Variable Rate Investment Grade ETF made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #388 holding.
170 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.