Virtue Capital Management, LLC IGTR β€” INNOVATOR GRADIENT TACTICAL ROTATION STRATEGY ETF

Ownership history in Virtue Capital Management, LLC  Β·  1 quarter on record

AI Ownership Summary

Virtue Capital Management, LLC reported INNOVATOR GRADIENT TACTICAL ROTATION STRATEGY ETF (IGTR) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows IGTR at 0.03% 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 IGTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Virtue Capital Management, LLC's position in INNOVATOR GRADIENT TACTICAL ROTATION STRATEGY ETF, 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

IGTR was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% 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
2026 Q1 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.

How Virtue Capital Management, LLC held IGTR β€” position size vs. price
% of Fund (quarterly)    IGTR 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)
2026 Q1 INITIATED β€” β€” β€” 7,559 β€” β€” 0.03% $208K 2026-05-07 $31.03

FAQ About Virtue Capital Management, LLC and IGTR

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

How long has Virtue Capital Management, LLC reported owning IGTR?

Virtue Capital Management, LLC reported IGTR across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported IGTR position in Virtue Capital Management, LLC's portfolio?

The largest reported portfolio weight for IGTR was 0.03% in 2026 Q1.

What is the latest reported IGTR position on this page?

The most recent filing on this page is 2026 Q1, when Virtue Capital Management, LLC reported 7,559 shares, equal to 0.03% of portfolio, with an estimated market value of $208K.

What does the chart on this IGTR ownership page compare?

The chart compares Virtue Capital Management, LLC's quarterly IGTR 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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