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Guardian Wealth Advisors (North Carolina)’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-116,392
Closed -$2.91M – 604
2026
Q1 		$2.91M Buy
116,392
+1,317
+1% +$33.1K 0.18% 79
2025
Q4 		$2.89M Buy
115,075
+6,279
+6% +$158K 0.18% 82
2025
Q3 		$2.73M Buy
108,796
+9,074
+9% +$228K 0.18% 81
2025
Q2 		$2.5M Buy
99,722
+6,032
+6% +$151K 0.18% 81
2025
Q1 		$2.35M Buy
93,690
+1,553
+2% +$39K 0.19% 77
2024
Q4 		$2.31M Buy
92,137
+5,879
+7% +$148K 0.18% 80
2024
Q3 		$2.16M Buy
86,258
+1,106
+1% +$27.8K 0.23% 61
2024
Q2 		$2.14M Buy
85,152
+9,708
+13% +$244K 0.25% 54
2024
Q1 		$1.89M Sell
75,444
-599
-0.8% -$15K 0.23% 61
2023
Q4 		$1.9M Buy
76,043
+4,082
+6% +$102K 0.29% 54
2023
Q3 		$1.8M Buy
71,961
+1,599
+2% +$39.9K 0.31% 52
2023
Q2 		$1.75M Buy
70,362
+2,137
+3% +$53.1K 0.3% 42
2023
Q1 		$1.69M Sell
68,225
-210
-0.3% -$5.22K 0.3% 43
2022
Q4 		$1.69M Sell
68,435
-504
-0.7% -$12.4K 0.33% 35
2022
Q3 		$1.7M Sell
68,939
-256
-0.4% -$6.34K 0.32% 34
2022
Q2 		$1.71M Buy
69,195
+7,263
+12% +$180K 0.31% 34
2022
Q1 		$1.54M Sell
61,932
-640
-1% -$16K 0.67% 31
2021
Q4 		$1.57M Buy
+62,572
New +$1.57M 0.67% 32

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

Guardian Wealth Advisors (North Carolina)'s VRIG Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco Variable Rate Investment Grade ETF (VRIG) in Q2 2026, closing a stake of 116,392 shares — an estimated $2.91M sold.

Guardian Wealth Advisors (North Carolina) first reported a position in VRIG in Q4 2021 and held it in 18 quarters. The position peaked at $2.91M in Q1 2026. 170 funds tracked by Wall St. Rank hold VRIG as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Invesco Variable Rate Investment Grade ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 116,392 Invesco Variable Rate Investment Grade ETF shares in Q2 2026, an estimated $2.91M.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Invesco Variable Rate Investment Grade ETF in Q4 2021 and held it in 18 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Invesco Variable Rate Investment Grade ETF position peaked at $2.91M in Q1 2026.
  • 170 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.