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Retirement Financial Solutions’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Retirement Financial Solutions’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
2023
Q1 		– Sell
-1,500
Closed -$37.1K – 252
2022
Q4 		$37.1K Buy
+1,500
New +$37K 0.03% 59

Other funds holding VRIG

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VRM
Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
MIA
Milestone Investment Advisors Middleton, Wisconsin $463M AUM 17.71% 1-Year Est. Return

Retirement Financial Solutions's VRIG Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Invesco Variable Rate Investment Grade ETF (VRIG) in Q1 2023, closing a stake of 1,500 shares — an estimated $37.1K sold.

Retirement Financial Solutions first reported a position in VRIG in Q4 2022 and held it in 1 quarter. The position peaked at $37.1K in Q4 2022. 91 funds tracked by Wall St. Rank hold VRIG as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Invesco Variable Rate Investment Grade ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 1,500 Invesco Variable Rate Investment Grade ETF shares in Q1 2023, an estimated $37.1K.
  • Retirement Financial Solutions first reported a position in Invesco Variable Rate Investment Grade ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Invesco Variable Rate Investment Grade ETF position peaked at $37.1K in Q4 2022.
  • 91 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.