Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Northwestern Mutual 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
2026
Q2 		$462K Buy
18,434
+10,206
+124% +$256K ﹤0.01% 1677
2026
Q1 		$206K Buy
+8,228
New +$207K ﹤0.01% 1894
2025
Q3 		– Sell
-1,250
Closed -$31.3K – 4067
2025
Q2 		$31.3K Sell
1,250
-3,227
-72% -$80.8K ﹤0.01% 2410
2025
Q1 		$112K Buy
4,477
+3,227
+258% +$81.1K ﹤0.01% 1891
2024
Q4 		$31.4K Hold
1,250
– – ﹤0.01% 2354
2024
Q3 		$31.4K Hold
1,250
– – ﹤0.01% 2319
2024
Q2 		$31.4K Hold
1,250
– – ﹤0.01% 2251
2024
Q1 		$31.4K Hold
1,250
– – ﹤0.01% 2272
2023
Q4 		$31.2K Hold
1,250
– – ﹤0.01% 2244
2023
Q3 		$31.2K Hold
1,250
– – ﹤0.01% 2148
2023
Q2 		$31.1K Hold
1,250
– – ﹤0.01% 2157
2023
Q1 		$30.9K Sell
1,250
-1,203
-49% -$29.9K ﹤0.01% 2118
2022
Q4 		$60.6K Buy
2,453
+1,203
+96% +$29.6K ﹤0.01% 1843
2022
Q3 		$31K Sell
1,250
-1,735
-58% -$42.9K ﹤0.01% 2057
2022
Q2 		$74K Buy
2,985
+1,735
+139% +$43.1K ﹤0.01% 1770
2022
Q1 		$31K Hold
1,250
– – ﹤0.01% 2136
2021
Q4 		$31K Hold
1,250
– – ﹤0.01% 2166
2021
Q3 		$31K Buy
+1,250
New +$31.4K ﹤0.01% 2064
2020
Q4 		– Sell
-73
Closed -$2K – 2894
2020
Q3 		$2K Buy
+73
New +$1.81K ﹤0.01% 2382

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return

Northwestern Mutual Wealth Management's VRIG Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Invesco Variable Rate Investment Grade ETF (VRIG) stake by 124% in Q2 2026, buying an estimated $256K and bringing the position to 18,434 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Northwestern Mutual Wealth Management first reported a position in VRIG in Q3 2020 and has held it in 19 quarters since. 170 funds tracked by Wall St. Rank hold VRIG as of Q2 2026.

  • Northwestern Mutual Wealth Management held 18,434 shares of Invesco Variable Rate Investment Grade ETF worth $462K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 10,206 Invesco Variable Rate Investment Grade ETF shares in Q2 2026, an estimated $256K.
  • Invesco Variable Rate Investment Grade ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1677 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco Variable Rate Investment Grade ETF in Q3 2020 and has held it in 19 quarters since.
  • 170 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.