Invesco Variable Rate Invest
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 9 superinvestors own shares of Invesco Variable Rate Invest (VRIG), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Variable Rate Invest (VRIG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Invesco Variable Rate Invest (VRIG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Invesco Variable Rate Invest (VRIG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Jocelyn Raffaelle@Sunflower Bank, N.a.
| 3.7% | $13.278M 528,671 shares@ 25.12 avg price | Increased 2.61% |
Jeff Weglarz@Goldstone Financial Group, Llc
| 1.73% | $11.022M 438,845 shares@ 25.12 avg price | Increased 9.92% |
Michael Snyder@Beaumont Financial Advisors, Llc
| 0.81% | $10.668M 424,777 shares@ 25.12 avg price | Increased 22.56% |
Tim Reyna@Cerro Pacific Wealth Advisors Llc
| 1.96% | $5.908M 235,516 shares@ 25.09 avg price | Increased 75.01% |
Victoria Latham@Fiduciary Alliance Llc
| 0.29% | $2.862M 113,963 shares@ 25.12 avg price | Increased 14.1% |
David Maxey@Heritage Family Offices, Llp
| 0.52% | $1.036M 41,249 shares@ 25.12 avg price | Increased 13.02% |