BRWA
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B. Riley Wealth Advisors’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

B. Riley Wealth Advisors’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 		$796K Sell
31,735
-46,184
-59% -$1.16M 0.04% 357
2026
Q1 		$1.95M Buy
+77,919
New +$1.96M 0.12% 166
2025
Q3 		– Sell
-13,359
Closed -$335K – 1181
2025
Q2 		$335K Buy
+13,359
New +$334K 0.02% 664
2024
Q4 		$240K Buy
+9,553
New +$240K 0.01% 960

Other funds holding VRIG

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
TF
Thayer Financial Hickory, North Carolina $110M AUM
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

B. Riley Wealth Advisors's VRIG Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Invesco Variable Rate Investment Grade ETF (VRIG) stake by 59% in Q2 2026, selling an estimated $1.16M and leaving 31,735 shares worth $796K. The position accounts for 0.04% of the portfolio, ranked #357.

B. Riley Wealth Advisors first reported a position in VRIG in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.95M in Q1 2026. 24 funds tracked by Wall St. Rank hold VRIG as of Q2 2026.

  • B. Riley Wealth Advisors held 31,735 shares of Invesco Variable Rate Investment Grade ETF worth $796K as of Q2 2026.
  • B. Riley Wealth Advisors sold 46,184 Invesco Variable Rate Investment Grade ETF shares in Q2 2026, an estimated $1.16M.
  • Invesco Variable Rate Investment Grade ETF made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #357 holding.
  • B. Riley Wealth Advisors first reported a position in Invesco Variable Rate Investment Grade ETF in Q4 2024 and has held it in 4 quarters since.
  • B. Riley Wealth Advisors's Invesco Variable Rate Investment Grade ETF position peaked at $1.95M in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.