Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Kingswood Wealth Advisors »

Invesco Variable Rate Investment Grade Etf var rate invt shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Invesco Variable Rate Investment Grade Etf var rate invt (VRIG) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Invesco Variable Rate Investment Grade Etf var rate invt

Tip: Access up to 7 years of quarterly data

All positions including Invesco Variable Rate Investment Grade Etf var rate invt held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Invesco Variable Rate Investment Grade Etf var rate invt by Kingswood Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$275k	11k	25.07
2025-03-31	$482k	19k	25.08
2024-12-31	$241k	9.6k	25.12

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)

Spdr S&p 500 Etf Exchange Traded Fund (SPY)

Nvidia Corporation Common Stock (NVDA)

Invesco Qqq Tr Exchange Traded Fund (QQQ)

Vanguard Value Etf Exchange Traded Fund (VTV)

Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)

Amazon Com Incorporated Common Stock (AMZN)

Microsoft Corporation Common Stock (MSFT)

Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPYM)

Broadcom Incorporated Common Stock (AVGO)

Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)

Micron Technology Incorporated Common Stock (MU)

Caterpillar Incorporated Common Stock (CAT)

Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)

Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)

View all positions for Kingswood Wealth Advisors

Top funds holding Invesco Variable Rate Investment Grade Etf var rate invt

Bank of New York Mellon

Advisor Group Holdings

Fiduciary Planning

Cetera Investment Advisers

Raymond James Financial

Harfst & Associates

Stifel Financial

Envestnet Asset Management

Equitable Holdings

Cherry Creek Investment Advisors

Wells Fargo & Company

View all funds holding Invesco Variable Rate Investment Grade Etf var rate invt

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z