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

Evolution 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
Q2 		$49.5K Hold
1,974
– – 0.03% 318
2026
Q1 		$49.4K Buy
+1,974
New +$49.6K 0.04% 279

Other funds holding VRIG

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return

Evolution Wealth Management's VRIG Position: Q2 2026 in Review

Evolution Wealth Management held its Invesco Variable Rate Investment Grade ETF (VRIG) position steady in Q2 2026 at 1,974 shares worth $49.5K. The position accounts for 0.03% of the portfolio, ranked #318.

Evolution Wealth Management first reported a position in VRIG in Q1 2026 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold VRIG as of Q2 2026.

  • Evolution Wealth Management held 1,974 shares of Invesco Variable Rate Investment Grade ETF worth $49.5K as of Q2 2026.
  • Evolution Wealth Management left its Invesco Variable Rate Investment Grade ETF share count unchanged in Q2 2026.
  • Invesco Variable Rate Investment Grade ETF made up 0.03% of Evolution Wealth Management's portfolio in Q2 2026, its #318 holding.
  • Evolution Wealth Management first reported a position in Invesco Variable Rate Investment Grade ETF in Q1 2026 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.