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Iams Wealth Management’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Iams Wealth Management’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
2025
Q4 		– Sell
-25,628
Closed -$643K – 208
2025
Q3 		$643K Buy
25,628
+10,529
+70% +$264K 0.26% 107
2025
Q2 		$378K Buy
+15,099
New +$378K 0.17% 127

Other funds holding VRIG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $230M AUM 28.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Iams Wealth Management's VRIG Position: Q4 2025 in Review

Iams Wealth Management sold out of Invesco Variable Rate Investment Grade ETF (VRIG) in Q4 2025, closing a stake of 25,628 shares — an estimated $643K sold.

Iams Wealth Management first reported a position in VRIG in Q2 2025 and held it in 2 quarters. The position peaked at $643K in Q3 2025. 153 funds tracked by Wall St. Rank hold VRIG as of Q4 2025.

  • Iams Wealth Management reported no remaining Invesco Variable Rate Investment Grade ETF position as of Q4 2025 after selling out during the quarter.
  • Iams Wealth Management sold 25,628 Invesco Variable Rate Investment Grade ETF shares in Q4 2025, an estimated $643K.
  • Iams Wealth Management first reported a position in Invesco Variable Rate Investment Grade ETF in Q2 2025 and held it in 2 quarters.
  • Iams Wealth Management's Invesco Variable Rate Investment Grade ETF position peaked at $643K in Q3 2025.
  • 153 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q4 2025.

Based on Iams Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.