Nations Financial Group’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Nations Financial Group’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	$771K	Sell	30,744 -2,375	-7%	-$59.6K	0.04%	447
2026 Q1	$829K	Buy	33,119 +1,549	+5%	+$38.9K	0.04%	418
2025 Q4	$792K	Buy	31,570 +585	+2%	+$14.7K	0.04%	409
2025 Q3	$778K	Buy	30,985 +3,618	+13%	+$90.8K	0.05%	383
2025 Q2	$686K	Buy	27,367 +4,987	+22%	+$125K	0.05%	386
2025 Q1	$561K	Buy	22,380 +10,734	+92%	+$270K	0.04%	398
2024 Q4	$292K	Buy	+11,646	New	+$293K	0.02%	554

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Nations Financial Group's VRIG Position: Q2 2026 in Review

Nations Financial Group reduced its Invesco Variable Rate Investment Grade ETF (VRIG) stake by 7.2% in Q2 2026, selling an estimated $59.6K and leaving 30,744 shares worth $771K. The position accounts for 0.04% of the portfolio, ranked #447.

Nations Financial Group first reported a position in VRIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $829K in Q1 2026. 170 funds tracked by Wall St. Rank hold VRIG as of Q2 2026.

Nations Financial Group held 30,744 shares of Invesco Variable Rate Investment Grade ETF worth $771K as of Q2 2026.
Nations Financial Group sold 2,375 Invesco Variable Rate Investment Grade ETF shares in Q2 2026, an estimated $59.6K.
Invesco Variable Rate Investment Grade ETF made up 0.04% of Nations Financial Group's portfolio in Q2 2026, its #447 holding.
Nations Financial Group first reported a position in Invesco Variable Rate Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
Nations Financial Group's Invesco Variable Rate Investment Grade ETF position peaked at $829K in Q1 2026.
170 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.