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

Total Clarity 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	$2.86M	Sell	114,049 -64,035	-36%	-$1.61M	0.56%	47
2026 Q1	$4.46M	Sell	178,084 -4,944	-3%	-$124K	1.05%	24
2025 Q4	$4.59M	Sell	183,028 -22,902	-11%	-$575K	1.11%	21
2025 Q3	$5.17M	Sell	205,930 -89,890	-30%	-$2.26M	1.37%	15
2025 Q2	$7.41M	Sell	295,820 -93,242	-24%	-$2.33M	2.12%	4
2025 Q1	$9.77M	Sell	389,062 -74	-0%	-$1.86K	3.19%	2
2024 Q4	$9.77M	Sell	389,136 -120,665	-24%	-$3.03M	3.18%	2
2024 Q3	$12.8M	Buy	509,801 +26,737	+6%	+$672K	4.12%	2
2024 Q2	$12.1M	Buy	483,064 +244,202	+102%	+$6.14M	4.21%	2
2024 Q1	$5.99M	Buy	238,862 +57,341	+32%	+$1.44M	2.08%	4
2023 Q4	$4.54M	Buy	181,521 +34,136	+23%	+$852K	1.86%	9
2023 Q3	$3.68M	Buy	+147,385	New	+$3.68M	1.77%	10

Other funds holding VRIG

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return

Total Clarity Wealth Management's VRIG Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Invesco Variable Rate Investment Grade ETF (VRIG) stake by 36% in Q2 2026, selling an estimated $1.61M and leaving 114,049 shares worth $2.86M. The position accounts for 0.56% of the portfolio, ranked #47.

Total Clarity Wealth Management first reported a position in VRIG in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.8M in Q3 2024. 170 funds tracked by Wall St. Rank hold VRIG as of Q2 2026.

Total Clarity Wealth Management held 114,049 shares of Invesco Variable Rate Investment Grade ETF worth $2.86M as of Q2 2026.
Total Clarity Wealth Management sold 64,035 Invesco Variable Rate Investment Grade ETF shares in Q2 2026, an estimated $1.61M.
Invesco Variable Rate Investment Grade ETF made up 0.56% of Total Clarity Wealth Management's portfolio in Q2 2026, its #47 holding.
Total Clarity Wealth Management first reported a position in Invesco Variable Rate Investment Grade ETF in Q3 2023 and has held it in 12 quarters since.
Total Clarity Wealth Management's Invesco Variable Rate Investment Grade ETF position peaked at $12.8M in Q3 2024.
170 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.