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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Thayer Financial Hickory, North Carolina $110M AUM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return