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Resurgent Financial Advisors’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Resurgent Financial 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
2025
Q3 		– Sell
-21,536
Closed -$539K – 222
2025
Q2 		$539K Sell
21,536
-2,310
-10% -$57.8K 0.3% 98
2025
Q1 		$598K Sell
23,846
-1,437
-6% -$36.1K 0.36% 79
2024
Q4 		$635K Buy
25,283
+4,091
+19% +$103K 0.37% 77
2024
Q3 		$532K Buy
21,192
+534
+3% +$13.4K 0.31% 92
2024
Q2 		$519K Sell
20,658
-387
-2% -$9.73K 0.32% 96
2024
Q1 		$528K Buy
21,045
+7,171
+52% +$180K 0.28% 102
2023
Q4 		$347K Buy
13,874
+11,743
+551% +$293K 0.21% 120
2023
Q3 		$53.2K Buy
+2,131
New +$53.2K 0.04% 314

Other funds holding VRIG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $230M AUM 28.91% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return