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
2026 Q2	$322K	Buy	+12,828	New	+$322K	﹤0.01%	1286
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 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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 $643M AUM 24.12% 1-Year Est. Return

Global Retirement Partners's VRIG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco Variable Rate Investment Grade ETF (VRIG) in Q2 2026: 12,828 shares worth $322K. The stake represents ﹤0.01% of the portfolio and ranks #1286 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VRIG as recently as Q4 2025.

Global Retirement Partners first reported a position in VRIG in Q1 2023 and has held it in 12 quarters since. The position peaked at $757K in Q1 2024. 170 funds tracked by Wall St. Rank hold VRIG as of Q2 2026.

Global Retirement Partners held 12,828 shares of Invesco Variable Rate Investment Grade ETF worth $322K as of Q2 2026.
Invesco Variable Rate Investment Grade ETF was a new Global Retirement Partners position in Q2 2026.
Invesco Variable Rate Investment Grade ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1286 holding.
Global Retirement Partners first reported a position in Invesco Variable Rate Investment Grade ETF in Q1 2023 and has held it in 12 quarters since.
Global Retirement Partners's Invesco Variable Rate Investment Grade ETF position peaked at $757K in Q1 2024.
170 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.