VAG
VRIG icon

VisionPoint Advisory Group’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-67,467
Closed -$1.69M – 506
2026
Q2 		$1.69M Buy
+67,467
New +$1.69M 0.28% 82

Other funds holding VRIG

FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $532M AUM 15.78% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
BCI
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

VisionPoint Advisory Group's VRIG Position: Q3 2026 in Review

VisionPoint Advisory Group sold out of Invesco Variable Rate Investment Grade ETF (VRIG) in Q3 2026, closing a stake of 67,467 shares — an estimated $1.69M sold.

VisionPoint Advisory Group first reported a position in VRIG in Q2 2026 and held it in 1 quarter. The position peaked at $1.69M in Q2 2026. 12 funds tracked by Wall St. Rank hold VRIG as of Q3 2026.

  • VisionPoint Advisory Group reported no remaining Invesco Variable Rate Investment Grade ETF position as of Q3 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 67,467 Invesco Variable Rate Investment Grade ETF shares in Q3 2026, an estimated $1.69M.
  • VisionPoint Advisory Group first reported a position in Invesco Variable Rate Investment Grade ETF in Q2 2026 and held it in 1 quarter.
  • VisionPoint Advisory Group's Invesco Variable Rate Investment Grade ETF position peaked at $1.69M in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.