NATIONS FINANCIAL GROUP INC, /IA/ /ADV VRIG — INVESCO VARIABLE RATE INVESTMENT GRADE ETF

Ownership history in NATIONS FINANCIAL GROUP INC, /IA/ /ADV  ·  6 quarters on record

AI Ownership Summary

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported INVESCO VARIABLE RATE INVESTMENT GRADE ETF (VRIG) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2025 Q3. The latest visible filing shows VRIG at 0.04% 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.

What this VRIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NATIONS FINANCIAL GROUP INC, /IA/ /ADV'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 Q1

VRIG was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

VRIG stock page NATIONS FINANCIAL GROUP INC, /IA/ /ADV fund profile NATIONS FINANCIAL GROUP INC, /IA/ /ADV full holdings
How NATIONS FINANCIAL GROUP INC, /IA/ /ADV 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 33,119 +1,549 +4.9% 0.04% $829K 2026-04-15 $24.81
2025 Q4 ADDED — — — 31,570 +585 +1.9% 0.04% $792K 2026-01-26 $24.63
2025 Q3 ADDED — — — 30,985 +3,618 +13.2% 0.05% $778K 2025-10-28 $24.32
2025 Q2 ADDED — — — 27,367 +4,987 +22.3% 0.05% $686K 2025-08-11 $24.07
2025 Q1 ADDED — — — 22,380 +10,734 +92.2% 0.04% $561K 2025-05-13 $23.70
2024 Q4 INITIATED — — — 11,646 — — 0.02% $292K 2025-01-30 $23.45

🏢 Other funds also holding VRIG

As of 2026 Q1 — sorted by position size

Fiduciary Planning LLC 3Y 7.48% Cherry Creek Investment Advisors, Inc. 3Y 7.41% E6 Portfolios, LLC 6.12% Thayer Financial, L.L.C. 4.57% Harfst & Associates, Inc. 3Y 7Y 3.53% Cerro Pacific Wealth Advisors LLC 3Y 2.84% Blue Capital, Inc. 2.68% Vectors Research Management, LLC 3Y 7Y 2.52% Auour Investments LLC 2.32% CALTON & ASSOCIATES, INC. 3Y 7Y 1.69%

FAQ About NATIONS FINANCIAL GROUP INC, /IA/ /ADV and VRIG

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

How long has NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported owning VRIG?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported VRIG across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VRIG position in NATIONS FINANCIAL GROUP INC, /IA/ /ADV's portfolio?

The largest reported portfolio weight for VRIG was 0.05% in 2025 Q3.

What is the latest reported VRIG position on this page?

The most recent filing on this page is 2026 Q1, when NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 33,119 shares, equal to 0.04% of portfolio, with an estimated market value of $829K.

What does the chart on this VRIG ownership page compare?

The chart compares NATIONS FINANCIAL GROUP INC, /IA/ /ADV'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.

How well did NATIONS FINANCIAL GROUP INC, /IA/ /ADV time their VRIG position?

Based on 13F filing dates vs. subsequent VRIG price moves, NATIONS FINANCIAL GROUP INC, /IA/ /ADV correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on VRIG relative to SPY over the holding period was -8.3%.

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