VRIG — INVESCO ACTIVELY MANAGED ETF

Ownership history in Bison Wealth, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in INVESCO ACTIVELY MANAGED ETF (VRIG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.83% (2022 Q4)
Avg. % of fund
0.3%
First filed
2021 Q2
Last filed
2024 Q3
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 10,414 -9,756 -48.4% 0.04% $261K $23.33
2024 Q2 UNCHANGED 20,170 — 0% 0.08% $506K $23.03
2024 Q1 REDUCED 20,170 -10,902 -35.1% 0.08% $506K $22.63
2023 Q4 REDUCED 31,072 -99,078 -76.1% 0.14% $776K $22.20
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VRIG price (monthly, adj. close)

Other funds also holding VRIG

As of 2025 Q4 — sorted by position size

Cherry Creek Investment Advisors, Inc. 3Y 7.48% Fiduciary Planning LLC 3Y 7.45% Vectors Research Management, LLC 3Y 7Y 2.62% Cerro Pacific Wealth Advisors LLC 3Y 2.52% Blue Capital, Inc. 2.21% CALTON & ASSOCIATES, INC. 3Y 7Y 1.75% Wilian Securities, LLC 1.57% Harfst & Associates, Inc. 3Y 7Y 1.56% Total Clarity Wealth Management, Inc. 3Y 1.11% VISTA INVESTMENT MANAGEMENT 3Y 7Y 1.09%
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