BFC Planning, Inc.’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

BFC Planning, Inc.’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	$38.5K	Hold	1,536	–	–	﹤0.01%	1686
2026 Q1	$38.5K	Buy	1,536 +95	+7%	+$2.39K	﹤0.01%	1444
2025 Q4	$36.2K	Hold	1,441	–	–	﹤0.01%	1499
2025 Q3	$36.2K	Hold	1,441	–	–	﹤0.01%	1312
2025 Q2	$36.1K	Sell	1,441 -806	-36%	-$20.2K	﹤0.01%	1246
2025 Q1	$56.4K	Buy	2,247 +396	+21%	+$10K	0.01%	1063
2024 Q4	$46.5K	Buy	+1,851	New	+$46.5K	﹤0.01%	1135

Other funds holding VRIG

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

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

BFC Planning, Inc.'s VRIG Position: Q2 2026 in Review

BFC Planning, Inc. held its Invesco Variable Rate Investment Grade ETF (VRIG) position steady in Q2 2026 at 1,536 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

BFC Planning, Inc. first reported a position in VRIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $56.4K in Q1 2025. 171 funds tracked by Wall St. Rank hold VRIG as of Q2 2026.

BFC Planning, Inc. held 1,536 shares of Invesco Variable Rate Investment Grade ETF worth $38.5K as of Q2 2026.
BFC Planning, Inc. left its Invesco Variable Rate Investment Grade ETF share count unchanged in Q2 2026.
Invesco Variable Rate Investment Grade ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1686 holding.
BFC Planning, Inc. first reported a position in Invesco Variable Rate Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Invesco Variable Rate Investment Grade ETF position peaked at $56.4K in Q1 2025.
171 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.