World Investment Advisors
VRIG icon

World Investment Advisors’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

World Investment Advisors’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
Q2 		– Sell
-15,410
Closed -$386K – 1202
2025
Q1 		$386K Sell
15,410
-23,133
-60% -$581K 0.01% 780
2024
Q4 		$968K Buy
+38,543
New +$968K 0.03% 478

Other funds holding VRIG

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

World Investment Advisors's VRIG Position: Q2 2025 in Review

World Investment Advisors sold out of Invesco Variable Rate Investment Grade ETF (VRIG) in Q2 2025, closing a stake of 15,410 shares — an estimated $386K sold.

World Investment Advisors first reported a position in VRIG in Q4 2024 and held it in 2 quarters. The position peaked at $968K in Q4 2024. 155 funds tracked by Wall St. Rank hold VRIG as of Q2 2025.

  • World Investment Advisors reported no remaining Invesco Variable Rate Investment Grade ETF position as of Q2 2025 after selling out during the quarter.
  • World Investment Advisors sold 15,410 Invesco Variable Rate Investment Grade ETF shares in Q2 2025, an estimated $386K.
  • World Investment Advisors first reported a position in Invesco Variable Rate Investment Grade ETF in Q4 2024 and held it in 2 quarters.
  • World Investment Advisors's Invesco Variable Rate Investment Grade ETF position peaked at $968K in Q4 2024.
  • 155 funds tracked by Wall St. Rank held Invesco Variable Rate Investment Grade ETF as of Q2 2025.

Based on World Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.