Purchases and Sales Made in Q4 2024 in Invesco Actively Managed ETF F (VRIG)
This table provides information about the institutional ownership of Invesco Actively Managed ETF F (VRIG) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY MANAGED ETF F.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
411K+ 93.87% |
$10.3M - $10.3M
|
848K
$21.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
101K+ 75.0% |
$2.53M - $2.54M
|
236K
$5.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
78.2K+ 22.56% |
$1.96M - $1.97M
|
425K
$10.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
62.4K+ 11.1% |
$1.56M - $1.57M
|
625K
$15.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
42KNew |
$1.05M - $1.06M
|
42K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
39.6K+ 9.91% |
$992K - $997K
|
439K
$11M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
29.9KNew |
$749K - $753K
|
29.9K
$750K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
22.7K+ 13.83% |
$569K - $572K
|
187K
$4.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
21.6K+ 2.1% |
$542K - $545K
|
1.05M
$26.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
14.1K+ 14.1% |
$353K - $355K
|
114K
$2.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
13.4K+ 2.61% |
$337K - $338K
|
529K
$13.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.6KNew |
$292K - $293K
|
11.6K
$292K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.3K+ 7.98% |
$283K - $284K
|
153K
$3.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.6KNew |
$241K - $242K
|
9.6K
$241K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
8.28KNew |
$207K - $209K
|
8.28K
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.6K+ 34.65% |
$190K - $191K
|
29.5K
$741K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4.75K+ 13.02% |
$119K - $120K
|
41.2K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.98KNew |
$99.8K - $100K
|
3.98K
$100K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
255+ 48.94% |
$6.39K - $6.43K
|
776
$19.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
163+ 1.5% |
$4.08K - $4.11K
|
11.1K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
87+ 7.24% |
$2.18K - $2.19K
|
1.29K
$32.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
16New |
$401 - $403
|
16
$402
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-80- 0.37% |
$2K - $2.02K
|
21.7K
$544K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-168- 33.67% |
$4.21K - $4.23K
|
331
$8.31K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-343- 0.16% |
$8.6K - $8.64K
|
216K
$5.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-761- 0.29% |
$19.1K - $19.2K
|
257K
$6.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.95K- 5.85% |
$48.8K - $49.1K
|
31.4K
$788K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.73K- 3.53% |
$119K - $119K
|
129K
$3.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.89K- 19.52% |
$122K - $123K
|
20.2K
$506K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.18K- 99.9% |
$130K - $130K
|
5
$126
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.23K- 15.3% |
$156K - $157K
|
34.5K
$866K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-6.72K- 27.16% |
$168K - $169K
|
18K
$452K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.01K- 40.63% |
$176K - $177K
|
10.2K
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-26.4K- 56.86% |
$660K - $664K
|
20K
$502K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-121K- 23.67% |
$3.02M - $3.04M
|
389K
$9.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-124K- 20.58% |
$3.11M - $3.13M
|
479K
$12M
|