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 58 institutions that hold shares in the stock, with a total of 870,351 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 04, 2025 Q3 2025 |
6,198
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 27.85%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
6,192
shares
|
$0
0.06% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
5,566
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 29.32%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
5,391
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
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.
|
Nov 05, 2025 Q3 2025 |
4,800
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
4,445
shares
|
$0
0.07% of portfolio
|
Q3 2024
Reduced 21.67%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
4,436
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
4,262
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
3,844
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,249
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
3,159
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,882
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,448
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
1,232
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
1,117
shares
|
$0
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
975
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
792
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
687
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
652
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 30.4%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
555
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 49.36%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
410
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
308
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 69.2%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
285
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|