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

EverSource 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 Q3	$95.5K	Buy	+3,817	New	+$95.7K	﹤0.01%	1414

Other funds holding VRIG

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return

EverSource Wealth Advisors's VRIG Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Invesco Variable Rate Investment Grade ETF (VRIG) in Q3 2026: 3,817 shares worth $95.5K. The stake represents ﹤0.01% of the portfolio and ranks #1414 among its holdings.

167 funds tracked by Wall St. Rank hold VRIG as of Q3 2026.

EverSource Wealth Advisors held 3,817 shares of Invesco Variable Rate Investment Grade ETF worth $95.5K as of Q3 2026.
Invesco Variable Rate Investment Grade ETF was a new EverSource Wealth Advisors position in Q3 2026.
Invesco Variable Rate Investment Grade ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #1414 holding.
167 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.