Root Financial Partners’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Root Financial Partners’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 Q3	$3.43K	Buy	+137	New	+$3.44K	﹤0.01%	2384

Other funds holding VRIG

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return

Root Financial Partners's VRIG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco Variable Rate Investment Grade ETF (VRIG) in Q3 2026: 137 shares worth $3.43K. The stake represents ﹤0.01% of the portfolio and ranks #2384 among its holdings.

167 funds tracked by Wall St. Rank hold VRIG as of Q3 2026.

Root Financial Partners held 137 shares of Invesco Variable Rate Investment Grade ETF worth $3.43K as of Q3 2026.
Invesco Variable Rate Investment Grade ETF was a new Root Financial Partners position in Q3 2026.
Invesco Variable Rate Investment Grade ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2384 holding.
167 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.