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Avantax Advisory Services’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Avantax Advisory Services’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 		$446K Buy
17,823
+106
+0.6% +$2.65K ﹤0.01% 1652
2025
Q1 		$444K Buy
17,717
+201
+1% +$5.05K ﹤0.01% 1579
2024
Q4 		$440K Buy
+17,516
New +$440K ﹤0.01% 1531

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

Avantax Advisory Services's VRIG Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco Variable Rate Investment Grade ETF (VRIG) stake by 0.6% in Q2 2025, buying an estimated $2.65K and bringing the position to 17,823 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Avantax Advisory Services first reported a position in VRIG in Q4 2024 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold VRIG as of Q2 2025.

  • Avantax Advisory Services held 17,823 shares of Invesco Variable Rate Investment Grade ETF worth $446K as of Q2 2025.
  • Avantax Advisory Services bought 106 Invesco Variable Rate Investment Grade ETF shares in Q2 2025, an estimated $2.65K.
  • Invesco Variable Rate Investment Grade ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1652 holding.
  • Avantax Advisory Services first reported a position in Invesco Variable Rate Investment Grade ETF in Q4 2024 and has held it in 3 quarters since.
  • 154 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.