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Spire Wealth Management’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Spire Wealth Management’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
Q2 		$22.4K Buy
892
+266
+42% +$6.67K ﹤0.01% 1411
2026
Q1 		$15.7K Buy
626
+7
+1% +$176 ﹤0.01% 1492
2025
Q4 		$15.5K Buy
619
+8
+1% +$201 ﹤0.01% 1570
2025
Q3 		$15.3K Buy
611
+7
+1% +$176 ﹤0.01% 1610
2025
Q2 		$15.1K Buy
604
+306
+103% +$7.66K ﹤0.01% 1599
2025
Q1 		$7.48K Buy
+298
New +$7.49K ﹤0.01% 1934
2021
Q2 		– Sell
-4,000
Closed -$100K – 2981
2021
Q1 		$100K Buy
+4,000
New +$100K ﹤0.01% 1405

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return

Spire Wealth Management's VRIG Position: Q2 2026 in Review

Spire Wealth Management increased its Invesco Variable Rate Investment Grade ETF (VRIG) stake by 42% in Q2 2026, buying an estimated $6.67K and bringing the position to 892 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Spire Wealth Management first reported a position in VRIG in Q1 2021 and has held it in 7 quarters since. The position peaked at $100K in Q1 2021. 170 funds tracked by Wall St. Rank hold VRIG as of Q2 2026.

  • Spire Wealth Management held 892 shares of Invesco Variable Rate Investment Grade ETF worth $22.4K as of Q2 2026.
  • Spire Wealth Management bought 266 Invesco Variable Rate Investment Grade ETF shares in Q2 2026, an estimated $6.67K.
  • Invesco Variable Rate Investment Grade ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1411 holding.
  • Spire Wealth Management first reported a position in Invesco Variable Rate Investment Grade ETF in Q1 2021 and has held it in 7 quarters since.
  • Spire Wealth Management's Invesco Variable Rate Investment Grade ETF position peaked at $100K in Q1 2021.
  • 170 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.