Founders Financial Securities’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Founders Financial Securities’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 Q1	–	Sell	-11,233	Closed	-$282K	–	596
2025 Q4	$282K	Sell	11,233 -72,651	-87%	-$1.82M	0.02%	486
2025 Q3	$2.11M	Sell	83,884 -15,501	-16%	-$389K	0.14%	144
2025 Q2	$2.49M	Sell	99,385 -26,832	-21%	-$672K	0.19%	107
2025 Q1	$3.15M	Buy	126,217 +87,142	+223%	+$2.19M	0.27%	81
2024 Q4	$981K	Sell	39,075 -91,573	-70%	-$2.3M	0.09%	182
2024 Q3	$3.28M	Buy	130,648 +1,622	+1%	+$40.8K	0.3%	71
2024 Q2	$3.24M	Buy	129,026 +25,070	+24%	+$630K	0.31%	72
2024 Q1	$2.61M	Buy	+103,956	New	+$2.61M	0.27%	76

Other funds holding VRIG

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return

CCIA

Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return

Founders Financial Securities's VRIG Position: Q1 2026 in Review

Founders Financial Securities sold out of Invesco Variable Rate Investment Grade ETF (VRIG) in Q1 2026, closing a stake of 11,233 shares — an estimated $282K sold.

Founders Financial Securities first reported a position in VRIG in Q1 2024 and held it in 8 quarters. The position peaked at $3.28M in Q3 2024. 161 funds tracked by Wall St. Rank hold VRIG as of Q1 2026.

Founders Financial Securities reported no remaining Invesco Variable Rate Investment Grade ETF position as of Q1 2026 after selling out during the quarter.
Founders Financial Securities sold 11,233 Invesco Variable Rate Investment Grade ETF shares in Q1 2026, an estimated $282K.
Founders Financial Securities first reported a position in Invesco Variable Rate Investment Grade ETF in Q1 2024 and held it in 8 quarters.
Founders Financial Securities's Invesco Variable Rate Investment Grade ETF position peaked at $3.28M in Q3 2024.
161 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.