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

Leo Wealth LLC’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 Q1	$3.11M	Buy	+131,440	New	+$3.3M	0.23%	87

Other funds holding VRIG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return

CCIA

Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return

Leo Wealth LLC's VRIG Position: Q1 2026 in Review

Leo Wealth LLC opened a new position in Invesco Variable Rate Investment Grade ETF (VRIG) in Q1 2026: 131,440 shares worth $3.11M. The stake represents 0.23% of the portfolio and ranks #87 among its holdings.

161 funds tracked by Wall St. Rank hold VRIG as of Q1 2026.

Leo Wealth LLC held 131,440 shares of Invesco Variable Rate Investment Grade ETF worth $3.11M as of Q1 2026.
Invesco Variable Rate Investment Grade ETF was a new Leo Wealth LLC position in Q1 2026.
Invesco Variable Rate Investment Grade ETF made up 0.23% of Leo Wealth LLC's portfolio in Q1 2026, its #87 holding.
161 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.