GM
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GeoWealth Management’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

GeoWealth Management’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
2024
Q4 		– Sell
-271
Closed -$6.8K – 1892
2024
Q3 		$6.8K Buy
+271
New +$6.81K ﹤0.01% 1417
2024
Q1 		– Sell
-197,705
Closed -$4.94M – 916
2023
Q4 		$4.94M Buy
197,705
+32,104
+19% +$801K 0.41% 64
2023
Q3 		$4.13M Buy
+165,601
New +$4.14M 0.47% 61

Other funds holding VRIG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $230M AUM 28.91% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return