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

Advyzon Investment 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
2026 Q2	$275K	Buy	+10,959	New	+$275K	0.02%	640

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

Advyzon Investment Management's VRIG Position: Q2 2026 in Review

Advyzon Investment Management opened a new position in Invesco Variable Rate Investment Grade ETF (VRIG) in Q2 2026: 10,959 shares worth $275K. The stake represents 0.02% of the portfolio and ranks #640 among its holdings.

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

Advyzon Investment Management held 10,959 shares of Invesco Variable Rate Investment Grade ETF worth $275K as of Q2 2026.
Invesco Variable Rate Investment Grade ETF was a new Advyzon Investment Management position in Q2 2026.
Invesco Variable Rate Investment Grade ETF made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #640 holding.
170 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.