HWMA
VRIG icon

Heritage Wealth Management (Arizona)’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		$926K Buy
36,829
+11,700
+47% +$294K 0.51% 46
2024
Q1 		$630K Buy
25,129
+1,573
+7% +$39.5K 0.32% 69
2023
Q4 		$589K Buy
+23,556
New +$588K 0.32% 73

Other funds holding VRIG

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $1.79B AUM 18.67% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $230M AUM 28.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return