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

IronOak Wealth’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
Q2 		$202K Buy
+8,055
New +$202K 0.2% 64

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IronOak Wealth's VRIG Position: Q2 2025 in Review

IronOak Wealth opened a new position in Invesco Variable Rate Investment Grade ETF (VRIG) in Q2 2025: 8,055 shares worth $202K. The stake represents 0.2% of the portfolio and ranks #64 among its holdings.

155 funds tracked by Wall St. Rank hold VRIG as of Q2 2025.

  • IronOak Wealth held 8,055 shares of Invesco Variable Rate Investment Grade ETF worth $202K as of Q2 2025.
  • Invesco Variable Rate Investment Grade ETF was a new IronOak Wealth position in Q2 2025.
  • Invesco Variable Rate Investment Grade ETF made up 0.2% of IronOak Wealth's portfolio in Q2 2025, its #64 holding.
  • 155 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.