VRIG 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 (VRIG) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.26% in 2025 Q1. The latest visible filing shows VRIG at 0.99% 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 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

VRIG was reported at 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.26% in 2025 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 VRIG β€” position size vs. price
% of Fund (quarterly)    VRIG 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 REDUCED 185,570 -5,576 -2.9% 0.99% $4.7M 2026-02-14 (Est.) $24.97
2025 Q3 REDUCED 191,146 -7,172 -3.6% 1.11% $4.8M 2025-10-21 $24.58
2025 Q2 REDUCED 198,318 -2,782 -1.4% 1.13% $5.0M 2025-07-17 $24.24
2025 Q1 ADDED 201,100 +14,095 +7.5% 1.26% $5.0M 2025-04-18 $23.83
2024 Q4 ADDED 187,005 +22,716 +13.8% 1.21% $4.7M 2025-01-29 $23.71
2024 Q3 ADDED 164,289 +19,204 +13.2% 1.11% $4.1M 2024-10-11 $23.29
2024 Q2 ADDED 145,085 +16,100 +12.5% 1.09% $3.6M 2024-07-18 $23.00
2024 Q1 INITIATED 128,985 β€” β€” 0.99% $3.2M 2024-04-23 $22.65

FAQ About Wagner Wealth Management, LLC and VRIG

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 VRIG?

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

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

The largest reported portfolio weight for VRIG was 1.26% in 2025 Q1.

What is the latest reported VRIG position on this page?

The most recent filing on this page is 2025 Q4, when Wagner Wealth Management, LLC reported 185,570 shares, equal to 0.99% of portfolio, with an estimated market value of $4.7M.

What does the chart on this VRIG ownership page compare?

The chart compares Wagner Wealth Management, LLC'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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