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.
| 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 |
| 2023 Q3 | ADDED | 130,150 | +50,189 | +62.8% | 0.63% | $3.2M | $21.79 |
| 2023 Q2 | ADDED | 79,961 | +4,567 | +6.1% | 0.37% | $2.0M | $21.41 |
| 2023 Q1 | REDUCED | 75,394 | -29,527 | -28.1% | 0.58% | $1.9M | $20.95 |
| 2022 Q4 | ADDED | 104,921 | +88,047 | +521.8% | 0.83% | $2.6M | $20.67 |
| 2022 Q3 | REDUCED | 16,874 | -2,488 | -12.8% | 0.16% | $415K | $20.34 |
| 2022 Q2 | REDUCED | 19,362 | -2,165 | -10.1% | 0.27% | $477K | $20.23 |
As of 2025 Q4 — sorted by position size