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Axim Planning & Wealth’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Axim Planning & Wealth’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 		– Sell
-9,030
Closed -$226K – 100
2026
Q1 		$226K Buy
+9,030
New +$227K 0.27% 69

Other funds holding VRIG

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return

Axim Planning & Wealth's VRIG Position: Q2 2026 in Review

Axim Planning & Wealth sold out of Invesco Variable Rate Investment Grade ETF (VRIG) in Q2 2026, closing a stake of 9,030 shares — an estimated $226K sold.

Axim Planning & Wealth first reported a position in VRIG in Q1 2026 and held it in 1 quarter. The position peaked at $226K in Q1 2026. 170 funds tracked by Wall St. Rank hold VRIG as of Q2 2026.

  • Axim Planning & Wealth reported no remaining Invesco Variable Rate Investment Grade ETF position as of Q2 2026 after selling out during the quarter.
  • Axim Planning & Wealth sold 9,030 Invesco Variable Rate Investment Grade ETF shares in Q2 2026, an estimated $226K.
  • Axim Planning & Wealth first reported a position in Invesco Variable Rate Investment Grade ETF in Q1 2026 and held it in 1 quarter.
  • Axim Planning & Wealth's Invesco Variable Rate Investment Grade ETF position peaked at $226K in Q1 2026.
  • 170 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.