Avior Wealth Management, LLC VRIG — INVESCO VARIABLE RATE INVESTMENT GRADE ETF

Ownership history in Avior Wealth Management, LLC  ·  2 quarters on record

AI Ownership Summary

Avior Wealth Management, LLC reported INVESCO VARIABLE RATE INVESTMENT GRADE ETF (VRIG) in 2 quarterly 13F filings from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.24% in 2026 Q3. The latest visible filing shows VRIG at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VRIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avior Wealth Management, LLC's position in INVESCO VARIABLE RATE INVESTMENT GRADE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

VRIG was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Avior Wealth Management, LLC held VRIG — position size vs. price
% of Fund (quarterly)    VRIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 360,804 +360,137 +53993.6% 0.24% $9.0M 2026-10-13 $25.07
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Avior Wealth Management, LLC and VRIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avior Wealth Management, LLC reported owning VRIG?

Avior Wealth Management, LLC reported VRIG across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported VRIG position in Avior Wealth Management, LLC's portfolio?

The largest reported portfolio weight for VRIG was 0.24% in 2026 Q3.

What is the latest reported VRIG position on this page?

The most recent filing on this page is 2026 Q3, when Avior Wealth Management, LLC reported 360,804 shares, equal to 0.24% of portfolio, with an estimated market value of $9.0M.

What does the chart on this VRIG ownership page compare?

The chart compares Avior Wealth Management, LLC's quarterly VRIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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