ADAMSBROWN WEALTH CONSULTANTS LLC VRIG — POWERSHARES ACTIVELY MANAGED

Ownership history in ADAMSBROWN WEALTH CONSULTANTS LLC  ·  8 quarters on record

AI Ownership Summary

ADAMSBROWN WEALTH CONSULTANTS LLC reported POWERSHARES ACTIVELY MANAGED (VRIG) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.56% in 2026 Q1. The latest visible filing shows VRIG at 0.56% 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 ADAMSBROWN WEALTH CONSULTANTS LLC's position in POWERSHARES ACTIVELY MANAGED, 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 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2026 Q1

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

Time in book
Holding Window
2024 Q2 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 ADAMSBROWN WEALTH CONSULTANTS LLC fund profile ADAMSBROWN WEALTH CONSULTANTS LLC full holdings
How ADAMSBROWN WEALTH CONSULTANTS 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 83,881 +43,291 +106.7% 0.56% $2.1M 2026-04-15 $25.00
2025 Q4 ADDED — — — 40,590 +18,163 +81.0% 0.28% $1.0M 2026-01-13 $24.76
2025 Q3 REDUCED — — — 22,427 -308 -1.4% 0.16% $563K 2025-11-03 $24.52
2025 Q2 REDUCED 8.9% +1.4% ❌ 22,735 -2,230 -8.9% 0.17% $570K 2025-07-08 $24.12
2025 Q1 REDUCED 20.5% +1.2% ❌ 24,965 -6,426 -20.5% 0.20% $626K 2025-04-11 $23.69
2024 Q4 REDUCED 5.8% +1.1% ❌ 31,391 -1,949 -5.8% 0.27% $788K 2025-01-24 $23.63
2024 Q3 ADDED — — — 33,340 +382 +1.2% 0.29% $836K 2024-10-11 $23.21
2024 Q2 INITIATED — — — 32,958 — — 0.32% $829K 2024-07-12 $22.90

🏢 Other funds also holding VRIG

As of 2026 Q1 — sorted by position size

Fiduciary Planning LLC 3Y 7.48% Thayer Financial, L.L.C. 4.57% Cerro Pacific Wealth Advisors LLC 3Y 2.84% Blue Capital, Inc. 2.68% Auour Investments LLC 2.32% Total Clarity Wealth Management, Inc. 3Y 1.05% Wagner Wealth Management, LLC 3Y 7Y 0.94% Worth Asset Management, LLC 3Y 0.85% Cottage Street Advisors LLC 3Y 7Y 0.6% Mayflower Financial Advisors, LLC 3Y 0.53%

FAQ About ADAMSBROWN WEALTH CONSULTANTS 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 ADAMSBROWN WEALTH CONSULTANTS LLC reported owning VRIG?

ADAMSBROWN WEALTH CONSULTANTS LLC reported VRIG across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported VRIG position in ADAMSBROWN WEALTH CONSULTANTS LLC's portfolio?

The largest reported portfolio weight for VRIG was 0.56% in 2026 Q1.

What is the latest reported VRIG position on this page?

The most recent filing on this page is 2026 Q1, when ADAMSBROWN WEALTH CONSULTANTS LLC reported 83,881 shares, equal to 0.56% of portfolio, with an estimated market value of $2.1M.

What does the chart on this VRIG ownership page compare?

The chart compares ADAMSBROWN WEALTH CONSULTANTS 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.

How well did ADAMSBROWN WEALTH CONSULTANTS LLC time their VRIG position?

Based on 13F filing dates vs. subsequent VRIG price moves, ADAMSBROWN WEALTH CONSULTANTS LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on VRIG relative to SPY over the holding period was -10.5%.

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