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

IFP 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
2026
Q2 		$6.06M Buy
241,832
+129,686
+116% +$3.25M 0.11% 206
2026
Q1 		$2.81M Buy
112,146
+4,078
+4% +$102K 0.06% 357
2025
Q4 		$2.71M Buy
108,068
+11,227
+12% +$282K 0.06% 343
2025
Q3 		$2.43M Buy
96,841
+43,027
+80% +$1.08M 0.06% 330
2025
Q2 		$1.35M Sell
53,814
-2,772
-5% -$69.4K 0.04% 483
2025
Q1 		$1.42M Buy
56,586
+25,566
+82% +$642K 0.04% 452
2024
Q4 		$779K Buy
31,020
+393
+1% +$9.87K 0.03% 592
2024
Q3 		$768K Buy
30,627
+3,294
+12% +$82.8K 0.03% 546
2024
Q2 		$687K Buy
+27,333
New +$687K 0.03% 554
2023
Q1 		– Sell
-11,484
Closed -$289K – 4422
2022
Q4 		$289K Sell
11,484
-21,940
-66% -$541K 0.01% 1159
2022
Q3 		$842K Sell
33,424
-67
-0.2% -$1.66K 0.02% 701
2022
Q2 		$842K Hold
33,491
– – 0.03% 634
2022
Q1 		$842K Buy
33,491
+16,389
+96% +$410K 0.03% 634
2021
Q4 		$429K Buy
17,102
+13
+0.1% +$326 0.01% 649
2021
Q3 		$429K Sell
17,089
-2,262
-12% -$56.8K 0.01% 635
2021
Q2 		$485K Buy
19,351
+24
+0.1% +$602 0.01% 557
2021
Q1 		$485K Buy
19,327
+48
+0.2% +$1.2K 0.01% 530
2020
Q4 		$482K Buy
19,279
+27
+0.1% +$673 0.02% 518
2020
Q3 		$479K Buy
19,252
+68
+0.4% +$1.68K 0.03% 440
2020
Q2 		$471K Buy
19,184
+121
+0.6% +$2.91K 0.04% 431
2020
Q1 		$415K Sell
19,063
-1,172
-6% -$28.6K 0.04% 393
2019
Q4 		$505K Sell
20,235
-282
-1% -$7.03K 0.04% 425
2019
Q3 		$511K Buy
+20,517
New +$511K 0.03% 483
2019
Q1 		– Sell
-8,318
Closed -$205K – 3438
2018
Q4 		$205K Buy
8,318
+5,778
+227% +$144K 0.01% 855
2018
Q3 		$64K Hold
2,540
– – ﹤0.01% 1762
2018
Q2 		$64K Hold
2,540
– – ﹤0.01% 1770
2018
Q1 		$64K Hold
2,540
– – ﹤0.01% 1667
2017
Q4 		$64K Hold
2,540
– – ﹤0.01% 1684
2017
Q3 		$64K Buy
+2,540
New +$64K ﹤0.01% 1842

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

IFP Advisors's VRIG Position: Q2 2026 in Review

IFP Advisors increased its Invesco Variable Rate Investment Grade ETF (VRIG) stake by 116% in Q2 2026, buying an estimated $3.25M and bringing the position to 241,832 shares worth $6.06M. The position accounts for 0.11% of the portfolio, ranked #206.

IFP Advisors first reported a position in VRIG in Q3 2017 and has held it in 29 quarters since. 170 funds tracked by Wall St. Rank hold VRIG as of Q2 2026.

  • IFP Advisors held 241,832 shares of Invesco Variable Rate Investment Grade ETF worth $6.06M as of Q2 2026.
  • IFP Advisors bought 129,686 Invesco Variable Rate Investment Grade ETF shares in Q2 2026, an estimated $3.25M.
  • Invesco Variable Rate Investment Grade ETF made up 0.11% of IFP Advisors's portfolio in Q2 2026, its #206 holding.
  • IFP Advisors first reported a position in Invesco Variable Rate Investment Grade ETF in Q3 2017 and has held it in 29 quarters since.
  • 170 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.