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

Elmwood 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
2022 Q1	–	Sell	-4,000	Closed	-$100K	–	321
2021 Q4	$100K	Buy	+4,000	New	+$100K	0.05%	150
2021 Q2	$100K	Buy	+4,000	New	+$100K	0.05%	140

Other funds holding VRIG

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

Harfst & Associates Sheridan, Wyoming $560M AUM 17.69% 1-Year Est. Return

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

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

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

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Hightower 6M Holding Wichita, Kansas $1.11B AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return