GRP
VRIG icon

Global Retirement Partners’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Global Retirement Partners’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
2025
Q4 		$388K Buy
15,452
+568
+4% +$14.3K 0.01% 1093
2025
Q3 		$374K Buy
14,884
+7,055
+90% +$177K 0.01% 876
2025
Q2 		$196K Buy
+7,829
New +$196K ﹤0.01% 1102
2024
Q4 		$257K Sell
10,248
-7,014
-41% -$176K 0.01% 851
2024
Q3 		$433K Sell
17,262
-9,486
-35% -$238K 0.01% 673
2024
Q2 		$672K Sell
26,748
-3,417
-11% -$85.9K 0.02% 528
2024
Q1 		$757K Buy
30,165
+13,641
+83% +$342K 0.03% 425
2023
Q4 		$415K Buy
16,524
+15,524
+1,552% +$387K 0.02% 537
2023
Q3 		$25K Hold
1,000
– – ﹤0.01% 1557
2023
Q2 		$24.9K Hold
1,000
– – ﹤0.01% 1577
2023
Q1 		$24.9K Buy
+1,000
New +$24.9K ﹤0.01% 1545

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $230M AUM 28.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return