GTOS β€” INVESCO ACTIVELY MANAGED ETF

Ownership history in Wagner Wealth Management, LLC  Β·  8 quarters on record

AI Ownership Summary

Wagner Wealth Management, LLC reported INVESCO ACTIVELY MANAGED ETF (GTOS) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.05% in 2024 Q1. The latest visible filing shows GTOS at 0.04% 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 GTOS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wagner Wealth Management, LLC's position in INVESCO ACTIVELY MANAGED 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
2025 Q4

GTOS was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

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 Wagner Wealth Management, LLC held GTOS β€” position size vs. price
% of Fund (quarterly)    GTOS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 7,193 +79 +1.1% 0.04% $181K 2026-02-14 (Est.) $25.08
2025 Q3 REDUCED 7,114 -28 -0.4% 0.04% $178K 2025-10-21 $24.69
2025 Q2 ADDED 7,142 +91 +1.3% 0.04% $178K 2025-07-17 $24.15
2025 Q1 ADDED 7,051 +121 +1.7% 0.04% $176K 2025-04-18 $23.77
2024 Q4 ADDED 6,930 +255 +3.8% 0.04% $172K 2025-01-29 $23.55
2024 Q3 ADDED 6,675 +38 +0.6% 0.05% $168K 2024-10-11 $23.32
2024 Q2 ADDED 6,637 +28 +0.4% 0.05% $164K 2024-07-18 $22.89
2024 Q1 INITIATED 6,609 β€” β€” 0.05% $164K 2024-04-23 $22.42

FAQ About Wagner Wealth Management, LLC and GTOS

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

How long has Wagner Wealth Management, LLC reported owning GTOS?

Wagner Wealth Management, LLC reported GTOS across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported GTOS position in Wagner Wealth Management, LLC's portfolio?

The largest reported portfolio weight for GTOS was 0.05% in 2024 Q1.

What is the latest reported GTOS position on this page?

The most recent filing on this page is 2025 Q4, when Wagner Wealth Management, LLC reported 7,193 shares, equal to 0.04% of portfolio, with an estimated market value of $181K.

What does the chart on this GTOS ownership page compare?

The chart compares Wagner Wealth Management, LLC's quarterly GTOS 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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