Ownership history in Fiduciary Planning LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Fiduciary Planning 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) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 977,936 | +13,816 | +1.4% | 7.45% | $24.5M | $24.90 |
| 2025 Q3 | REDUCED | 964,120 | -5,781 | -0.6% | 7.40% | $24.2M | $24.61 |
| 2025 Q2 | REDUCED | 969,901 | -111,022 | -10.3% | 8.04% | $24.3M | $24.25 |
| 2025 Q1 | ADDED | 1,080,923 | +31,519 | +3.0% | 8.93% | $27.1M | $23.97 |
| 2024 Q4 | ADDED | 1,049,404 | +21,617 | +2.1% | 8.56% | $26.4M | $23.71 |
| 2024 Q3 | ADDED | 1,027,787 | +28,469 | +2.8% | 8.75% | $25.8M | $23.33 |
| 2024 Q2 | ADDED | 999,318 | +49,748 | +5.2% | 8.99% | $25.1M | $23.03 |
| 2024 Q1 | ADDED | 949,570 | +21,211 | +2.3% | 9.01% | $23.8M | $22.63 |
| 2023 Q4 | ADDED | 928,359 | +659,505 | +245.3% | 9.87% | $23.2M | $22.20 |
| 2023 Q3 | INITIATED | 268,854 | — | — | 3.17% | $6.7M | — |
As of 2025 Q4 — sorted by position size