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

Avior Wealth 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 Q3	$9.03M	Buy	+360,804	New	+$9.05M	0.24%	87
2019 Q3	–	Sell	-667	Closed	-$17K	–	876
2019 Q2	$17K	Buy	+667	New	+$16.6K	﹤0.01%	550

Other funds holding VRIG

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Avior Wealth Management's VRIG Position: Q3 2026 in Review

Avior Wealth Management opened a new position in Invesco Variable Rate Investment Grade ETF (VRIG) in Q3 2026: 360,804 shares worth $9.03M. The stake represents 0.24% of the portfolio and ranks #87 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in VRIG as recently as Q2 2019.

Avior Wealth Management first reported a position in VRIG in Q2 2019 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold VRIG as of Q3 2026.

Avior Wealth Management held 360,804 shares of Invesco Variable Rate Investment Grade ETF worth $9.03M as of Q3 2026.
Invesco Variable Rate Investment Grade ETF was a new Avior Wealth Management position in Q3 2026.
Invesco Variable Rate Investment Grade ETF made up 0.24% of Avior Wealth Management's portfolio in Q3 2026, its #87 holding.
Avior Wealth Management first reported a position in Invesco Variable Rate Investment Grade ETF in Q2 2019 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.