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

Kingswood Wealth 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 		$275K Buy
+10,980
New +$275K 0.01% 815
2025
Q1 		– Sell
-9,600
Closed -$241K – 831
2024
Q4 		$241K Buy
+9,600
New +$241K 0.02% 681

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 $389M AUM 17.8% 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

Kingswood Wealth Advisors's VRIG Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in Invesco Variable Rate Investment Grade ETF (VRIG) in Q2 2026: 10,980 shares worth $275K. The stake represents 0.01% of the portfolio and ranks #815 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in VRIG as recently as Q4 2024.

Kingswood Wealth Advisors first reported a position in VRIG in Q4 2024 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold VRIG as of Q2 2026.

  • Kingswood Wealth Advisors held 10,980 shares of Invesco Variable Rate Investment Grade ETF worth $275K as of Q2 2026.
  • Invesco Variable Rate Investment Grade ETF was a new Kingswood Wealth Advisors position in Q2 2026.
  • Invesco Variable Rate Investment Grade ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #815 holding.
  • Kingswood Wealth Advisors first reported a position in Invesco Variable Rate Investment Grade ETF in Q4 2024 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.