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

Kingsview 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
Q3 		– Sell
-8,682
Closed -$217K – 1296
2025
Q2 		$217K Buy
+8,682
New +$217K ﹤0.01% 1074
2020
Q4 		– Sell
-20,780
Closed -$516K – 787
2020
Q3 		$516K Buy
+20,780
New +$515K 0.05% 357

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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 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
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Kingsview Wealth Management's VRIG Position: Q3 2025 in Review

Kingsview Wealth Management sold out of Invesco Variable Rate Investment Grade ETF (VRIG) in Q3 2025, closing a stake of 8,682 shares — an estimated $217K sold.

Kingsview Wealth Management first reported a position in VRIG in Q3 2020 and held it in 2 quarters. The position peaked at $516K in Q3 2020. 145 funds tracked by Wall St. Rank hold VRIG as of Q3 2025.

  • Kingsview Wealth Management reported no remaining Invesco Variable Rate Investment Grade ETF position as of Q3 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 8,682 Invesco Variable Rate Investment Grade ETF shares in Q3 2025, an estimated $217K.
  • Kingsview Wealth Management first reported a position in Invesco Variable Rate Investment Grade ETF in Q3 2020 and held it in 2 quarters.
  • Kingsview Wealth Management's Invesco Variable Rate Investment Grade ETF position peaked at $516K in Q3 2020.
  • 145 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.