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Significant Wealth Partners’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Significant Wealth 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
2024
Q1 		– Sell
-19,469
Closed -$487K – 198
2023
Q4 		$487K Buy
+19,469
New +$486K 0.35% 81

Other funds holding VRIG

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
VRM
Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Significant Wealth Partners's VRIG Position: Q1 2024 in Review

Significant Wealth Partners sold out of Invesco Variable Rate Investment Grade ETF (VRIG) in Q1 2024, closing a stake of 19,469 shares — an estimated $487K sold.

Significant Wealth Partners first reported a position in VRIG in Q4 2023 and held it in 1 quarter. The position peaked at $487K in Q4 2023. 116 funds tracked by Wall St. Rank hold VRIG as of Q1 2024.

  • Significant Wealth Partners reported no remaining Invesco Variable Rate Investment Grade ETF position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 19,469 Invesco Variable Rate Investment Grade ETF shares in Q1 2024, an estimated $487K.
  • Significant Wealth Partners first reported a position in Invesco Variable Rate Investment Grade ETF in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's Invesco Variable Rate Investment Grade ETF position peaked at $487K in Q4 2023.
  • 116 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.