Beam Wealth Advisors’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Beam 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
2020 Q2	–	Sell	-54,321	Closed	-$1.24M	–	167
2020 Q1	$1.24M	Buy	+54,321	New	+$1.33M	1.23%	24

Other funds holding VRIG

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return

Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return