Wealthcare Advisory Partners’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Wealthcare Advisory 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
2026 Q2	$13.4M	Buy	536,030 +26,109	+5%	+$655K	0.25%	80
2026 Q1	$12.8M	Sell	509,921 -2,409	-0.5%	-$60.5K	0.25%	83
2025 Q4	$12.9M	Buy	512,330 +31,866	+7%	+$800K	0.25%	85
2025 Q3	$12.1M	Buy	480,464 +461,722	+2,464%	+$11.6M	0.25%	81
2025 Q2	$469K	Buy	+18,742	New	+$469K	0.01%	658

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

Wealthcare Advisory Partners's VRIG Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Invesco Variable Rate Investment Grade ETF (VRIG) stake by 5.1% in Q2 2026, buying an estimated $655K and bringing the position to 536,030 shares worth $13.4M. The position accounts for 0.25% of the portfolio, ranked #80.

Wealthcare Advisory Partners first reported a position in VRIG in Q2 2025 and has held it in 5 quarters since. 170 funds tracked by Wall St. Rank hold VRIG as of Q2 2026.

Wealthcare Advisory Partners held 536,030 shares of Invesco Variable Rate Investment Grade ETF worth $13.4M as of Q2 2026.
Wealthcare Advisory Partners bought 26,109 Invesco Variable Rate Investment Grade ETF shares in Q2 2026, an estimated $655K.
Invesco Variable Rate Investment Grade ETF made up 0.25% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #80 holding.
Wealthcare Advisory Partners first reported a position in Invesco Variable Rate Investment Grade ETF in Q2 2025 and has held it in 5 quarters since.
170 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.