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Garton & Associates Financial Advisors’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Garton & Associates Financial Advisors’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
-400
Closed -$10K – 685
2025
Q4 		$10K Buy
+400
New +$10K 0.01% 827

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HA
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

Garton & Associates Financial Advisors's VRIG Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Invesco Variable Rate Investment Grade ETF (VRIG) in Q1 2026, closing a stake of 400 shares — an estimated $10K sold.

Garton & Associates Financial Advisors first reported a position in VRIG in Q4 2025 and held it in 1 quarter. The position peaked at $10K in Q4 2025. 161 funds tracked by Wall St. Rank hold VRIG as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Invesco Variable Rate Investment Grade ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 400 Invesco Variable Rate Investment Grade ETF shares in Q1 2026, an estimated $10K.
  • Garton & Associates Financial Advisors first reported a position in Invesco Variable Rate Investment Grade ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Invesco Variable Rate Investment Grade ETF position peaked at $10K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.