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Heck Capital Advisors’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Heck Capital Advisors’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
2023
Q3 		– Sell
-3,041
Closed -$75.7K – 193
2023
Q2 		$75.7K Buy
3,041
+2,714
+830% +$67.5K 0.01% 137
2023
Q1 		$8.08K Buy
+327
New +$8.13K ﹤0.01% 143

Other funds holding VRIG

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VRM
Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Heck Capital Advisors's VRIG Position: Q3 2023 in Review

Heck Capital Advisors sold out of Invesco Variable Rate Investment Grade ETF (VRIG) in Q3 2023, closing a stake of 3,041 shares — an estimated $75.7K sold.

Heck Capital Advisors first reported a position in VRIG in Q1 2023 and held it in 2 quarters. The position peaked at $75.7K in Q2 2023. 106 funds tracked by Wall St. Rank hold VRIG as of Q3 2023.

  • Heck Capital Advisors reported no remaining Invesco Variable Rate Investment Grade ETF position as of Q3 2023 after selling out during the quarter.
  • Heck Capital Advisors sold 3,041 Invesco Variable Rate Investment Grade ETF shares in Q3 2023, an estimated $75.7K.
  • Heck Capital Advisors first reported a position in Invesco Variable Rate Investment Grade ETF in Q1 2023 and held it in 2 quarters.
  • Heck Capital Advisors's Invesco Variable Rate Investment Grade ETF position peaked at $75.7K in Q2 2023.
  • 106 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q3 2023.

Based on Heck Capital Advisors's 13F filing for Q3 2023, filed 19 May 2025.