ARC
VRIG icon

Advisor Resource Council’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Advisor Resource Council’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
2023
Q1 		– Sell
-9,358
Closed -$231K – 277
2022
Q4 		$231K Buy
+9,358
New +$231K 0.11% 140

Other funds holding VRIG

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VRM
Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
MIA
Milestone Investment Advisors Middleton, Wisconsin $463M AUM 17.71% 1-Year Est. Return

Advisor Resource Council's VRIG Position: Q1 2023 in Review

Advisor Resource Council sold out of Invesco Variable Rate Investment Grade ETF (VRIG) in Q1 2023, closing a stake of 9,358 shares — an estimated $231K sold.

Advisor Resource Council first reported a position in VRIG in Q4 2022 and held it in 1 quarter. The position peaked at $231K in Q4 2022. 91 funds tracked by Wall St. Rank hold VRIG as of Q1 2023.

  • Advisor Resource Council reported no remaining Invesco Variable Rate Investment Grade ETF position as of Q1 2023 after selling out during the quarter.
  • Advisor Resource Council sold 9,358 Invesco Variable Rate Investment Grade ETF shares in Q1 2023, an estimated $231K.
  • Advisor Resource Council first reported a position in Invesco Variable Rate Investment Grade ETF in Q4 2022 and held it in 1 quarter.
  • Advisor Resource Council's Invesco Variable Rate Investment Grade ETF position peaked at $231K in Q4 2022.
  • 91 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q1 2023.

Based on Advisor Resource Council's 13F filing for Q1 2023, filed 25 Apr 2023.