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 53 institutions that hold shares in the stock, with a total of 974,978 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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
5,859
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,564
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
5,481
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
5,295
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,295
shares
|
$0
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
4,800
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
4,538
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
4,445
shares
|
$0
0.07% of portfolio
|
Q3 2024
Reduced 21.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,285
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 31.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
4,111
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,989
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
3,886
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
3,159
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
2,251
shares
|
$0
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,096
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
900
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
687
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
285
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
177
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 156.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
160
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
132
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
120
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
106
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 41.33%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
25
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 212.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
12
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|