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Prevail Innovative Wealth Advisors’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Prevail Innovative Wealth Advisors’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 		$3.04M Buy
121,119
+26,990
+29% +$677K 0.45% 89
2026
Q1 		$2.36M Sell
94,129
-11,667
-11% -$293K 0.4% 80
2025
Q4 		$2.66M Buy
105,796
+15,655
+17% +$393K 0.48% 76
2025
Q3 		$2.26M Buy
90,141
+30,903
+52% +$776K 0.44% 80
2025
Q2 		$1.48M Buy
59,238
+13,992
+31% +$350K 0.33% 108
2025
Q1 		$1.13M Buy
45,246
+14,097
+45% +$354K 0.3% 100
2024
Q4 		$782K Buy
31,149
+7,496
+32% +$188K 0.23% 104
2024
Q3 		$593K Buy
23,653
+15,508
+190% +$390K 0.18% 113
2024
Q2 		$205K Sell
8,145
-410
-5% -$10.3K 0.07% 138
2024
Q1 		$215K Buy
+8,555
New +$215K 0.08% 153

Other funds holding VRIG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
VRM
Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return

Prevail Innovative Wealth Advisors's VRIG Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Invesco Variable Rate Investment Grade ETF (VRIG) stake by 29% in Q2 2026, buying an estimated $677K and bringing the position to 121,119 shares worth $3.04M. The position accounts for 0.45% of the portfolio, ranked #89.

Prevail Innovative Wealth Advisors first reported a position in VRIG in Q1 2024 and has held it in 10 quarters since. 74 funds tracked by Wall St. Rank hold VRIG as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 121,119 shares of Invesco Variable Rate Investment Grade ETF worth $3.04M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 26,990 Invesco Variable Rate Investment Grade ETF shares in Q2 2026, an estimated $677K.
  • Invesco Variable Rate Investment Grade ETF made up 0.45% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Invesco Variable Rate Investment Grade ETF in Q1 2024 and has held it in 10 quarters since.
  • 74 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.