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

Uniting 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
2025 Q4	–	Sell	-8,311	Closed	-$209K	–	204
2025 Q3	$209K	Sell	8,311 -110,447	-93%	-$2.77M	0.05%	179
2025 Q2	$2.97M	Buy	118,758 +5,069	+4%	+$127K	1.15%	16
2025 Q1	$2.85M	Sell	113,689 -2,784	-2%	-$69.9K	1.43%	14
2024 Q4	$2.93M	Buy	+116,473	New	+$2.93M	1.41%	12

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CCIA

Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Uniting Wealth Partners's VRIG Position: Q4 2025 in Review

Uniting Wealth Partners sold out of Invesco Variable Rate Investment Grade ETF (VRIG) in Q4 2025, closing a stake of 8,311 shares — an estimated $209K sold.

Uniting Wealth Partners first reported a position in VRIG in Q4 2024 and held it in 4 quarters. The position peaked at $2.97M in Q2 2025. 154 funds tracked by Wall St. Rank hold VRIG as of Q4 2025.

Uniting Wealth Partners reported no remaining Invesco Variable Rate Investment Grade ETF position as of Q4 2025 after selling out during the quarter.
Uniting Wealth Partners sold 8,311 Invesco Variable Rate Investment Grade ETF shares in Q4 2025, an estimated $209K.
Uniting Wealth Partners first reported a position in Invesco Variable Rate Investment Grade ETF in Q4 2024 and held it in 4 quarters.
Uniting Wealth Partners's Invesco Variable Rate Investment Grade ETF position peaked at $2.97M in Q2 2025.
154 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q4 2025.

Based on Uniting Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.