FHC
VRIG icon

First Heartland Consultants’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

First Heartland Consultants’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
2023
Q2 		– Sell
-8,304
Closed -$205K – 405
2023
Q1 		$205K Buy
8,304
+160
+2% +$3.98K 0.03% 344
2022
Q4 		$201K Hold
8,144
– – 0.03% 358
2022
Q3 		$200 Hold
8,144
– – 0.02% 334
2022
Q2 		$200K Sell
8,144
-1,200
-13% -$29.8K 0.03% 328
2022
Q1 		$232K Buy
9,344
+1,200
+15% +$30K 0.04% 305
2021
Q4 		$204 Sell
8,144
-46,539
-85% -$1.17M 0.01% 359
2021
Q3 		$1.37M Buy
54,683
+7,865
+17% +$197K 0.21% 104
2021
Q2 		$1.18M Buy
46,818
+3,455
+8% +$86.7K 0.18% 123
2021
Q1 		$1.09M Buy
+43,363
New +$1.09M 0.17% 121

Other funds holding VRIG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $1.79B AUM 18.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return