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 $1.02T AUM 30.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return

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

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

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