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

Bravera 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 		$401K Hold
16,005
– – 0.15% 62
2026
Q1 		$401K Sell
16,005
-1,606
-9% -$40.3K 0.18% 64
2025
Q4 		$442K Buy
+17,611
New +$442K 0.22% 51

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
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Bravera Wealth's VRIG Position: Q2 2026 in Review

Bravera Wealth held its Invesco Variable Rate Investment Grade ETF (VRIG) position steady in Q2 2026 at 16,005 shares worth $401K. The position accounts for 0.15% of the portfolio, ranked #62.

Bravera Wealth first reported a position in VRIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $442K in Q4 2025. 48 funds tracked by Wall St. Rank hold VRIG as of Q2 2026.

  • Bravera Wealth held 16,005 shares of Invesco Variable Rate Investment Grade ETF worth $401K as of Q2 2026.
  • Bravera Wealth left its Invesco Variable Rate Investment Grade ETF share count unchanged in Q2 2026.
  • Invesco Variable Rate Investment Grade ETF made up 0.15% of Bravera Wealth's portfolio in Q2 2026, its #62 holding.
  • Bravera Wealth first reported a position in Invesco Variable Rate Investment Grade ETF in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Invesco Variable Rate Investment Grade ETF position peaked at $442K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.