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Golden State Wealth Management’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Golden State Wealth 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
2026
Q2 		$66.3K Hold
2,645
– – 0.01% 666
2026
Q1 		$66.2K Sell
2,645
-1,238
-32% -$31.1K 0.01% 610
2025
Q4 		$97.5K Hold
3,883
– – 0.01% 525
2025
Q3 		$97.5K Hold
3,883
– – 0.01% 510
2025
Q2 		$97.3K Hold
3,883
– – 0.01% 488
2025
Q1 		$97.4K Sell
3,883
-101
-3% -$2.54K 0.01% 448
2024
Q4 		$100K Buy
+3,984
New +$100K 0.02% 430

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return

Golden State Wealth Management's VRIG Position: Q2 2026 in Review

Golden State Wealth Management held its Invesco Variable Rate Investment Grade ETF (VRIG) position steady in Q2 2026 at 2,645 shares worth $66.3K. The position accounts for 0.01% of the portfolio, ranked #666.

Golden State Wealth Management first reported a position in VRIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $100K in Q4 2024. 170 funds tracked by Wall St. Rank hold VRIG as of Q2 2026.

  • Golden State Wealth Management held 2,645 shares of Invesco Variable Rate Investment Grade ETF worth $66.3K as of Q2 2026.
  • Golden State Wealth Management 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 Golden State Wealth Management's portfolio in Q2 2026, its #666 holding.
  • Golden State Wealth Management first reported a position in Invesco Variable Rate Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Invesco Variable Rate Investment Grade ETF position peaked at $100K in Q4 2024.
  • 170 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.