Institutional Ownership Invesco Fd Tr S&P Smallcap 600 (RZG)
This table provides information about the institutional ownership of Invesco Fd Tr S&P Smallcap 600 (RZG). We have compiled data on the 48 institutions that hold shares in the stock, with a total of 950,276 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Twelve Points Wealth Management LLC
|
Jul 12, 2024 Q2 2024 |
157,431
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 8.76%
|
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
155,111
shares
|
$0
0.03% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
115,371
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 8.64%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Aug 13, 2024 Q2 2024 |
79,745
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
61,532
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 5.78%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
38,795
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 7.16%
|
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
38,589
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 4.8%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
32,624
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 16.54%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
25,787
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Imc Chicago, LLC
|
Jul 15, 2024 Q2 2024 |
25,392
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
24,239
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
22,850
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 3.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
19,083
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 4.55%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
18,305
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 7.97%
|
|
|
Pacific Sun Financial Corp
|
Jul 19, 2024 Q2 2024 |
12,785
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 3.29%
|
|
|
Willner & Heller, LLC
|
Jul 19, 2024 Q2 2024 |
11,250
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Purus Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
10,425
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
10,292
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
9,151
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 17.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
8,750
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 3.97%
|
|
|
Financial Advisory Service, Inc.
|
Jul 29, 2024 Q2 2024 |
7,700
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Aug 13, 2024 Q2 2024 |
6,492
shares
|
$0
0.06% of portfolio
|
Q4 2023
Reduced 13.09%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2024 Q2 2024 |
5,675
shares
|
$0
0.1% of portfolio
|
Q1 2024
Added 10.37%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jul 23, 2024 Q2 2024 |
5,481
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
5,389
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.02%
|