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Meitav Investment House’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Meitav Investment House’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 		– Sell
-8,422
Closed -$210K – 252
2025
Q4 		$210K Sell
8,422
-1,810
-18% -$45.4K ﹤0.01% 235
2025
Q3 		$256K Sell
10,232
-230
-2% -$5.77K ﹤0.01% 228
2025
Q2 		$261K Sell
10,462
-5,623
-35% -$141K ﹤0.01% 204
2025
Q1 		$402K Sell
16,085
-30,433
-65% -$765K 0.01% 182
2024
Q4 		$1.17M Sell
46,518
-2,878
-6% -$72.3K 0.02% 129
2024
Q3 		$1.24M Sell
49,396
-3,915
-7% -$98.4K 0.02% 130
2024
Q2 		$1.34M Hold
53,311
– – 0.02% 132
2024
Q1 		$1.34M Sell
53,311
-4,956
-9% -$124K 0.03% 125
2023
Q4 		$1.45M Sell
58,267
-3,770
-6% -$94.1K 0.02% 176
2023
Q3 		$1.55M Sell
62,037
-7,008
-10% -$175K 0.03% 177
2023
Q2 		$1.72M Sell
69,045
-2,995
-4% -$74.5K 0.03% 184
2023
Q1 		$1.8M Buy
72,040
+8,927
+14% +$222K 0.03% 190
2022
Q4 		$1.56M Sell
63,113
-38,258
-38% -$943K 0.03% 203
2022
Q3 		$2.5M Buy
+101,371
New +$2.51M 0.04% 178
2022
Q2 		– Sell
-100,388
Closed -$2.5M – 386
2022
Q1 		$2.5M Buy
100,388
+35,903
+56% +$898K 0.04% 202
2021
Q4 		$1.61M Buy
64,485
+7,233
+13% +$181K 0.03% 218
2021
Q3 		$1.44M Sell
57,252
-4,040
-7% -$101K 0.02% 225
2021
Q2 		$1.53M Buy
61,292
+15,695
+34% +$394K 0.04% 198
2021
Q1 		$1.14M Buy
45,597
+29,079
+176% +$729K 0.03% 202
2020
Q4 		$411K Buy
+16,518
New +$412K 0.02% 303

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 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 $382M AUM 26.37% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HA
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

Meitav Investment House's VRIG Position: Q1 2026 in Review

Meitav Investment House sold out of Invesco Variable Rate Investment Grade ETF (VRIG) in Q1 2026, closing a stake of 8,422 shares — an estimated $210K sold.

Meitav Investment House first reported a position in VRIG in Q4 2020 and held it in 20 quarters. The position peaked at $2.5M in Q1 2022. 161 funds tracked by Wall St. Rank hold VRIG as of Q1 2026.

  • Meitav Investment House reported no remaining Invesco Variable Rate Investment Grade ETF position as of Q1 2026 after selling out during the quarter.
  • Meitav Investment House sold 8,422 Invesco Variable Rate Investment Grade ETF shares in Q1 2026, an estimated $210K.
  • Meitav Investment House first reported a position in Invesco Variable Rate Investment Grade ETF in Q4 2020 and held it in 20 quarters.
  • Meitav Investment House's Invesco Variable Rate Investment Grade ETF position peaked at $2.5M in Q1 2022.
  • 161 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q1 2026.

Based on Meitav Investment House's 13F filing for Q1 2026, filed 29 Apr 2026.