Householder Group Estate & Retirement Specialist’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-273	Closed	-$6.81K	–	1344
2023 Q3	$6.81K	Buy	+273	New	+$6.82K	﹤0.01%	869
2023 Q1	$25K	Buy	+1,013	New	+$25.2K	0.01%	599
2022 Q4	–	Sell	-988	Closed	-$24K	–	1137
2022 Q3	$24K	Buy	+988	New	+$24.5K	0.01%	541

Other funds holding VRIG

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

VRM

Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VRIG Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco Variable Rate Investment Grade ETF (VRIG) in Q4 2023, closing a stake of 273 shares — an estimated $6.81K sold.

Householder Group Estate & Retirement Specialist first reported a position in VRIG in Q3 2022 and held it in 3 quarters. The position peaked at $25K in Q1 2023. 121 funds tracked by Wall St. Rank hold VRIG as of Q4 2023.

Householder Group Estate & Retirement Specialist reported no remaining Invesco Variable Rate Investment Grade ETF position as of Q4 2023 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 273 Invesco Variable Rate Investment Grade ETF shares in Q4 2023, an estimated $6.81K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco Variable Rate Investment Grade ETF in Q3 2022 and held it in 3 quarters.
Householder Group Estate & Retirement Specialist's Invesco Variable Rate Investment Grade ETF position peaked at $25K in Q1 2023.
121 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.