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Independent Financial Group’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Independent Financial Group’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
Q3 		– Sell
-105,200
Closed -$2.64M – 1431
2025
Q2 		$2.64M Buy
+105,200
New +$2.63M 0.07% 274

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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 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 $382M AUM 26.37% 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 $254M AUM 33.86% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Independent Financial Group's VRIG Position: Q3 2025 in Review

Independent Financial Group sold out of Invesco Variable Rate Investment Grade ETF (VRIG) in Q3 2025, closing a stake of 105,200 shares — an estimated $2.64M sold.

Independent Financial Group first reported a position in VRIG in Q2 2025 and held it in 1 quarter. The position peaked at $2.64M in Q2 2025. 144 funds tracked by Wall St. Rank hold VRIG as of Q3 2025.

  • Independent Financial Group reported no remaining Invesco Variable Rate Investment Grade ETF position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 105,200 Invesco Variable Rate Investment Grade ETF shares in Q3 2025, an estimated $2.64M.
  • Independent Financial Group first reported a position in Invesco Variable Rate Investment Grade ETF in Q2 2025 and held it in 1 quarter.
  • Independent Financial Group's Invesco Variable Rate Investment Grade ETF position peaked at $2.64M in Q2 2025.
  • 144 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.