Leicht Financial Planning & Wealth Management’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Leicht Financial Planning & 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
2020 Q3	–	Sell	-9,022	Closed	-$222K	–	22
2020 Q2	$222K	Sell	9,022 -63,226	-88%	-$1.52M	0.18%	19
2020 Q1	$1.64M	Buy	72,248 +47,419	+191%	+$1.16M	1.59%	16
2019 Q4	$620K	Buy	+24,829	New	+$619K	0.56%	40

Other funds holding VRIG

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return

VRM

Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's VRIG Position: Q3 2020 in Review

Leicht Financial Planning & Wealth Management sold out of Invesco Variable Rate Investment Grade ETF (VRIG) in Q3 2020, closing a stake of 9,022 shares — an estimated $222K sold.

Leicht Financial Planning & Wealth Management first reported a position in VRIG in Q4 2019 and held it in 3 quarters. The position peaked at $1.64M in Q1 2020. 59 funds tracked by Wall St. Rank hold VRIG as of Q3 2020.

Leicht Financial Planning & Wealth Management reported no remaining Invesco Variable Rate Investment Grade ETF position as of Q3 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 9,022 Invesco Variable Rate Investment Grade ETF shares in Q3 2020, an estimated $222K.
Leicht Financial Planning & Wealth Management first reported a position in Invesco Variable Rate Investment Grade ETF in Q4 2019 and held it in 3 quarters.
Leicht Financial Planning & Wealth Management's Invesco Variable Rate Investment Grade ETF position peaked at $1.64M in Q1 2020.
59 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q3 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.