SEC 13F Intelligence

Ica Group Wealth Management, LLC / VRIG

Ica Group Wealth Management, LLC’s Invesco Actively Managed Exc Position

Does Ica Group Wealth Management, LLC own Invesco Actively Managed Exc (VRIG)? Yes85.4K shares worth $2M (+1.29% of its 13F portfolio) as of Q2 2024, up from 11.4K shares the prior filed quarter.

Position Value
$2M
Q2 2024
Shares
85.4K
% of Portfolio
+1.29%
Quarters Held
2
currently held

Position History VRIG

Reported value by quarter
Q1 ’24: $285,395Q1 ’24Q2 ’24: $2MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202485.4K$2M+1.29%
Q1 202411.4K$285,395+0.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ica Group Wealth Management, LLC’s full portfolio or all institutional holders of VRIG.