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Atria Wealth Solutions’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$994K Sell
39,680
-212,525
-84% -$5.32M 0.02% 636
2025
Q1 		$6.33M Sell
252,205
-5,010
-2% -$126K 0.08% 272
2024
Q4 		$6.46M Sell
257,215
-761
-0.3% -$19.1K 0.07% 286
2024
Q3 		$6.47M Sell
257,976
-21,755
-8% -$547K 0.07% 285
2024
Q2 		$7.03M Buy
279,731
+3,197
+1% +$80.4K 0.08% 258
2024
Q1 		$6.94M Sell
276,534
-4,822
-2% -$121K 0.08% 264
2023
Q4 		$7.03M Sell
281,356
-25,738
-8% -$642K 0.09% 233
2023
Q3 		$7.66M Buy
307,094
+152,598
+99% +$3.81M 0.11% 193
2023
Q2 		$3.85M Buy
154,496
+83,974
+119% +$2.09M 0.05% 362
2023
Q1 		$1.74M Buy
70,522
+914
+1% +$22.7K 0.03% 585
2022
Q4 		$1.72M Buy
69,608
+2,745
+4% +$67.6K 0.03% 569
2022
Q3 		$1.65M Sell
66,863
-6,738
-9% -$167K 0.03% 549
2022
Q2 		$1.81M Buy
73,601
+13,811
+23% +$343K 0.03% 479
2022
Q1 		$1.49M Buy
+59,790
New +$1.5M 0.02% 576

Other funds holding VRIG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Atria Wealth Solutions's VRIG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco Variable Rate Investment Grade ETF (VRIG) stake by 84% in Q2 2025, selling an estimated $5.32M and leaving 39,680 shares worth $994K. The position accounts for 0.02% of the portfolio, ranked #636.

Atria Wealth Solutions first reported a position in VRIG in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.66M in Q3 2023. 154 funds tracked by Wall St. Rank hold VRIG as of Q2 2025.

  • Atria Wealth Solutions held 39,680 shares of Invesco Variable Rate Investment Grade ETF worth $994K as of Q2 2025.
  • Atria Wealth Solutions sold 212,525 Invesco Variable Rate Investment Grade ETF shares in Q2 2025, an estimated $5.32M.
  • Invesco Variable Rate Investment Grade ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #636 holding.
  • Atria Wealth Solutions first reported a position in Invesco Variable Rate Investment Grade ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Invesco Variable Rate Investment Grade ETF position peaked at $7.66M in Q3 2023.
  • 154 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.