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

Centurion 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 		$2.35M Buy
94,076
+7,772
+9% +$195K 0.57% 42
2026
Q2 		$2.16M Buy
86,304
+522
+0.6% +$13.1K 0.52% 46
2026
Q1 		$2.15M Buy
85,782
+23
+0% +$578 0.48% 51
2025
Q4 		$2.15M Sell
85,759
-477
-0.6% -$12K 0.47% 53
2025
Q3 		$2.16M Buy
+86,236
New +$2.16M 0.49% 52

Other funds holding VRIG

FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
KMG Fiduciary Partners
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
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
PA
Prairie Advisory Leawood, Kansas $863M AUM

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

Centurion Wealth Management increased its Invesco Variable Rate Investment Grade ETF (VRIG) stake by 9% in Q3 2026, buying an estimated $195K and bringing the position to 94,076 shares worth $2.35M. The position accounts for 0.57% of the portfolio, ranked #42.

Centurion Wealth Management first reported a position in VRIG in Q3 2025 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold VRIG as of Q3 2026.

  • Centurion Wealth Management held 94,076 shares of Invesco Variable Rate Investment Grade ETF worth $2.35M as of Q3 2026.
  • Centurion Wealth Management bought 7,772 Invesco Variable Rate Investment Grade ETF shares in Q3 2026, an estimated $195K.
  • Invesco Variable Rate Investment Grade ETF made up 0.57% of Centurion Wealth Management's portfolio in Q3 2026, its #42 holding.
  • Centurion Wealth Management first reported a position in Invesco Variable Rate Investment Grade ETF in Q3 2025 and has held it in 5 quarters since.
  • 21 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q3 2026.

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