Redwood Financial Network’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Redwood Financial Network’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	$2.16M	Buy	86,305 +20,605	+31%	+$517K	1.2%	16
2026 Q1	$1.64M	Buy	65,700 +9,344	+17%	+$235K	1.08%	26
2025 Q4	$1.41M	Buy	56,356 +11,945	+27%	+$300K	0.9%	30
2025 Q3	$1.11M	Buy	44,411 +15,531	+54%	+$390K	0.71%	38
2025 Q2	$723K	Hold	28,880	–	–	0.49%	54
2025 Q1	$724K	Buy	28,880 +738	+3%	+$18.5K	0.55%	51
2024 Q4	$707K	Buy	+28,142	New	+$707K	0.53%	51

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

Redwood Financial Network's VRIG Position: Q2 2026 in Review

Redwood Financial Network increased its Invesco Variable Rate Investment Grade ETF (VRIG) stake by 31% in Q2 2026, buying an estimated $517K and bringing the position to 86,305 shares worth $2.16M. The position accounts for 1.2% of the portfolio, ranked #16.

Redwood Financial Network first reported a position in VRIG in Q4 2024 and has held it in 7 quarters since. 170 funds tracked by Wall St. Rank hold VRIG as of Q2 2026.

Redwood Financial Network held 86,305 shares of Invesco Variable Rate Investment Grade ETF worth $2.16M as of Q2 2026.
Redwood Financial Network bought 20,605 Invesco Variable Rate Investment Grade ETF shares in Q2 2026, an estimated $517K.
Invesco Variable Rate Investment Grade ETF made up 1.2% of Redwood Financial Network's portfolio in Q2 2026, its #16 holding.
Redwood Financial Network first reported a position in Invesco Variable Rate Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
170 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.