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Gradient Investments’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Gradient Investments’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
2020
Q1 		– Sell
-596
Closed -$15K – 1253
2019
Q4 		$15K Buy
+596
New +$14.9K ﹤0.01% 622

Other funds holding VRIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Gradient Investments's VRIG Position: Q1 2020 in Review

Gradient Investments sold out of Invesco Variable Rate Investment Grade ETF (VRIG) in Q1 2020, closing a stake of 596 shares — an estimated $15K sold.

Gradient Investments first reported a position in VRIG in Q4 2019 and held it in 1 quarter. The position peaked at $15K in Q4 2019. 60 funds tracked by Wall St. Rank hold VRIG as of Q1 2020.

  • Gradient Investments reported no remaining Invesco Variable Rate Investment Grade ETF position as of Q1 2020 after selling out during the quarter.
  • Gradient Investments sold 596 Invesco Variable Rate Investment Grade ETF shares in Q1 2020, an estimated $15K.
  • Gradient Investments first reported a position in Invesco Variable Rate Investment Grade ETF in Q4 2019 and held it in 1 quarter.
  • Gradient Investments's Invesco Variable Rate Investment Grade ETF position peaked at $15K in Q4 2019.
  • 60 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q1 2020.

Based on Gradient Investments's 13F filing for Q1 2020, filed 7 Apr 2020.