FIG Financial Advisory Services’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

FIG Financial Advisory Services’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	$4.88M	Buy	195,131 +174,324	+838%	+$4.37M	2.95%	3
2026 Q2	$522K	Buy	+20,807	New	+$522K	0.31%	59
2025 Q2	–	Sell	-163,417	Closed	-$4.1M	–	91
2025 Q1	$4.1M	Buy	+163,417	New	+$4.11M	2.89%	2

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

FIG Financial Advisory Services's VRIG Position: Q3 2026 in Review

FIG Financial Advisory Services increased its Invesco Variable Rate Investment Grade ETF (VRIG) stake by 838% in Q3 2026, buying an estimated $4.37M and bringing the position to 195,131 shares worth $4.88M. The position accounts for 2.95% of the portfolio, ranked #3.

FIG Financial Advisory Services first reported a position in VRIG in Q1 2025 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold VRIG as of Q3 2026.

FIG Financial Advisory Services held 195,131 shares of Invesco Variable Rate Investment Grade ETF worth $4.88M as of Q3 2026.
FIG Financial Advisory Services bought 174,324 Invesco Variable Rate Investment Grade ETF shares in Q3 2026, an estimated $4.37M.
Invesco Variable Rate Investment Grade ETF made up 2.95% of FIG Financial Advisory Services's portfolio in Q3 2026, its #3 holding.
FIG Financial Advisory Services first reported a position in Invesco Variable Rate Investment Grade ETF in Q1 2025 and has held it in 3 quarters since.
167 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q3 2026.

Based on FIG Financial Advisory Services's 13F filing for Q3 2026, filed 7 Oct 2026.