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

IHT 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
2026
Q2 		$849K Sell
33,880
-312
-0.9% -$7.82K 0.02% 652
2026
Q1 		$856K Sell
34,192
-23,998
-41% -$603K 0.02% 618
2025
Q4 		$1.46M Buy
58,190
+874
+2% +$21.9K 0.04% 434
2025
Q3 		$1.44M Buy
57,316
+7,458
+15% +$187K 0.04% 424
2025
Q2 		$1.25M Sell
49,858
-270
-0.5% -$6.76K 0.03% 437
2025
Q1 		$1.26M Buy
50,128
+24
+0% +$603 0.04% 414
2024
Q4 		$1.26M Sell
50,104
-26,013
-34% -$654K 0.04% 380
2024
Q3 		$1.91M Buy
76,117
+29,610
+64% +$744K 0.05% 331
2024
Q2 		$1.17M Buy
46,507
+16,759
+56% +$421K 0.04% 382
2024
Q1 		$746K Buy
29,748
+1,731
+6% +$43.4K 0.03% 505
2023
Q4 		$700K Buy
28,017
+3,811
+16% +$95.1K 0.03% 497
2023
Q3 		$604K Buy
24,206
+5,677
+31% +$142K 0.03% 494
2023
Q2 		$461K Buy
18,529
+554
+3% +$13.8K 0.02% 569
2023
Q1 		$444K Buy
+17,975
New +$447K 0.03% 546

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

IHT Wealth Management's VRIG Position: Q2 2026 in Review

IHT Wealth Management reduced its Invesco Variable Rate Investment Grade ETF (VRIG) stake by 0.91% in Q2 2026, selling an estimated $7.82K and leaving 33,880 shares worth $849K. The position accounts for 0.02% of the portfolio, ranked #652.

IHT Wealth Management first reported a position in VRIG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.91M in Q3 2024. 170 funds tracked by Wall St. Rank hold VRIG as of Q2 2026.

  • IHT Wealth Management held 33,880 shares of Invesco Variable Rate Investment Grade ETF worth $849K as of Q2 2026.
  • IHT Wealth Management sold 312 Invesco Variable Rate Investment Grade ETF shares in Q2 2026, an estimated $7.82K.
  • Invesco Variable Rate Investment Grade ETF made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #652 holding.
  • IHT Wealth Management first reported a position in Invesco Variable Rate Investment Grade ETF in Q1 2023 and has held it in 14 quarters since.
  • IHT Wealth Management's Invesco Variable Rate Investment Grade ETF position peaked at $1.91M in Q3 2024.
  • 170 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.