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

Next 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
2021
Q4 		$176K Buy
7,009
+5,310
+313% +$133K 0.01% 950
2021
Q3 		$43K Buy
+1,699
New +$42.6K ﹤0.01% 1478

Other funds holding VRIG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $560M AUM 17.69% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Next Financial Group's VRIG Position: Q4 2021 in Review

Next Financial Group increased its Invesco Variable Rate Investment Grade ETF (VRIG) stake by 313% in Q4 2021, buying an estimated $133K and bringing the position to 7,009 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #950.

Next Financial Group first reported a position in VRIG in Q3 2021 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold VRIG as of Q4 2021.

  • Next Financial Group held 7,009 shares of Invesco Variable Rate Investment Grade ETF worth $176K as of Q4 2021.
  • Next Financial Group bought 5,310 Invesco Variable Rate Investment Grade ETF shares in Q4 2021, an estimated $133K.
  • Invesco Variable Rate Investment Grade ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #950 holding.
  • Next Financial Group first reported a position in Invesco Variable Rate Investment Grade ETF in Q3 2021 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.