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 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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CCIA

Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Resurgent Financial Advisors's VRIG Position: Q3 2025 in Review

Resurgent Financial Advisors sold out of Invesco Variable Rate Investment Grade ETF (VRIG) in Q3 2025, closing a stake of 21,536 shares — an estimated $539K sold.

Resurgent Financial Advisors first reported a position in VRIG in Q3 2023 and held it in 8 quarters. The position peaked at $635K in Q4 2024. 145 funds tracked by Wall St. Rank hold VRIG as of Q3 2025.

Resurgent Financial Advisors reported no remaining Invesco Variable Rate Investment Grade ETF position as of Q3 2025 after selling out during the quarter.
Resurgent Financial Advisors sold 21,536 Invesco Variable Rate Investment Grade ETF shares in Q3 2025, an estimated $539K.
Resurgent Financial Advisors first reported a position in Invesco Variable Rate Investment Grade ETF in Q3 2023 and held it in 8 quarters.
Resurgent Financial Advisors's Invesco Variable Rate Investment Grade ETF position peaked at $635K in Q4 2024.
145 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q3 2025.

Based on Resurgent Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.