Public ownership evidence

Invesco Variable Rate Investment Grade ETF (VRIG) Ownership Disclosures

Read VRIG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco Variable Rate Investment Grade ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
13,581
Value (USD)
$340,606
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read VRIG fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read VRIG fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2913,581$340,606None
Corient Private Wealth LP2026-06-302026-08-28145,371$3,644,451None
Advisors Asset Management, Inc.2024-03-312026-08-276,461$162,106None
Advisors Asset Management, Inc.2025-03-312026-08-2717,986$451,089None
Advisors Asset Management, Inc.2025-09-302026-08-277,106$178,361None
Advisors Asset Management, Inc.2023-12-312026-08-272,408$60,176None
Advisors Asset Management, Inc.2025-06-302026-08-2513,182$330,209None
Advisors Asset Management, Inc.2024-09-302026-08-2219,099$479,098None
Advisors Asset Management, Inc.2024-06-302026-08-2212,151$305,476None
Advisors Asset Management, Inc.2024-12-312026-08-2221,776$546,904None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2039,576$992,170None
Corient Private Wealth LP2026-06-302026-08-18145,371$3,644,451None
Asset Allocation Strategies LLC2026-06-302026-08-1826,855$673,255None
Equitable Holdings, Inc.2026-06-302026-08-18645,234$16,176,017None
Sequent Planning LLC2026-06-302026-08-1527,021$677,415None
AMERIFLEX GROUP, INC.2026-06-302026-08-1526,975$676,265None
Advyzon Investment Management, LLC2026-06-302026-08-157,397$185,443None
Advyzon Investment Management, LLC2026-06-302026-08-153,562$89,293None
9823 Capital, L.P.2026-06-302026-08-1560,808$1,524,452None
Milestone Investment Advisors LLC2026-06-302026-08-15141,432$3,545,701None
Sunflower Bank, N.A.2026-06-302026-08-1523,160$580,621None
Sunflower Bank, N.A.2026-06-302026-08-1533,504$839,945None
IFG Advisory, LLC2026-06-302026-08-155,706$143,060None
OSAIC HOLDINGS, INC.2026-06-302026-08-1511,380$285,297None
OSAIC HOLDINGS, INC.2026-06-302026-08-15994,674$24,936,922None
Arcus Capital Partners, LLC2026-06-302026-08-157,984$200,159None
Betterment LLC2026-06-302026-08-1547,802$1,198,000None
JANE STREET GROUP, LLC2026-06-302026-08-1530,004$752,200None
Regal Investment Advisors LLC2026-06-302026-08-15155,792$3,905,715None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-155,585$140,016None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153,219$80,695None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,357$34,020None
MATRIX PRIVATE CAPITAL GROUP LLC2026-06-302026-08-155,800$145,406None
&PARTNERS2026-06-302026-08-1554,289$1,424,750None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1515,344$384,674None
ROYAL BANK OF CANADA2026-06-302026-08-157,916$198,000None
ROYAL BANK OF CANADA2026-06-302026-08-156,189$155,000None
ROYAL BANK OF CANADA2026-06-302026-08-15241,078$6,044,000None
IHT Wealth Management, LLC2026-06-302026-08-1533,880$849,372None
Invesco Ltd.2026-06-302026-08-1513,500,757$338,463,978None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1568,931$1,728,100None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15320,328$8,030,614None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15566,032$14,190,433None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15126,478$3,170,816None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15466,298$11,690,091None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1520,187$506,088None
CreativeOne Wealth, LLC2026-06-302026-08-1481,925$2,053,872None
CreativeOne Wealth, LLC2026-06-302026-08-144,347$108,979None
Rockefeller Capital Management L.P.2026-06-302026-08-1454,482$1,365,881None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1451,917$1,301,559None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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