Invesco Trust For Investmen
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, 15 superinvestors own shares of Invesco Trust For Investmen (VGM), 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 Trust For Investmen (VGM), 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 Trust For Investmen (VGM) 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 Trust For Investmen (VGM) 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 |
|---|---|---|---|
Louis Melone Jr.@Melone Private Wealth, Llc
| 0.92% | $1.761M 174,333 shares@ 10.1 avg price | Increased 1.57% |
Kayla Berg@Dakota Wealth Management
| 0.03% | $1.066M 105,500 shares@ 10.1 avg price | Increased 17.23% |
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
| 0.03% | $572,579 56,691 shares@ 10.1 avg price | Increased 0.58% |
Deanna Hutchinson@Sovereign Financial Group, Inc.
| 0.06% | $254,674 25,215 shares@ 10.11 avg price | Increased 130.53% |
Eric Hamilton@Avior Wealth Management, Llc
| 0.01% | $231,197 22,890 shares@ 10.11 avg price | Increased 23.23% |
Steven Pisano@Simon Quick Advisors, Llc
| 0.02% | $189,617 18,774 shares@ 10.1 avg price | Increased 4.85% |