KRAEMATON INVESTMENT ADVISORS, INC VRIG β€” INVESCO ACTIVELY MANAGED EXC

Ownership history in KRAEMATON INVESTMENT ADVISORS, INC  Β·  1 quarter on record

AI Ownership Summary

KRAEMATON INVESTMENT ADVISORS, INC reported INVESCO ACTIVELY MANAGED EXC (VRIG) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.18% in 2025 Q3. The latest visible filing shows VRIG at 0.18% 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 KRAEMATON INVESTMENT ADVISORS, INC's position in INVESCO ACTIVELY MANAGED EXC, 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
2025 Q3

VRIG was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% 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
2025 Q3 to 2025 Q3

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.

How KRAEMATON INVESTMENT ADVISORS, INC held VRIG β€” position size vs. price
% of Fund (quarterly)    VRIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED β€” β€” β€” 8,338 β€” β€” 0.18% $209K 2025-11-07 $24.27

FAQ About KRAEMATON INVESTMENT ADVISORS, INC and VRIG

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

How long has KRAEMATON INVESTMENT ADVISORS, INC reported owning VRIG?

KRAEMATON INVESTMENT ADVISORS, INC reported VRIG across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported VRIG position in KRAEMATON INVESTMENT ADVISORS, INC's portfolio?

The largest reported portfolio weight for VRIG was 0.18% in 2025 Q3.

What is the latest reported VRIG position on this page?

The most recent filing on this page is 2025 Q3, when KRAEMATON INVESTMENT ADVISORS, INC reported 8,338 shares, equal to 0.18% of portfolio, with an estimated market value of $209K.

What does the chart on this VRIG ownership page compare?

The chart compares KRAEMATON INVESTMENT ADVISORS, INC'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.

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