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 54 institutions that hold shares in the stock, with a total of 1.04 Million 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 |
|---|---|---|---|---|---|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
6,492
shares
|
$0
0.06% of portfolio
|
Q4 2023
Reduced 13.09%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
5,481
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
5,447
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,295
shares
|
$0
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
5,295
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
4,800
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
4,538
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
4,445
shares
|
$0
0.07% of portfolio
|
Q3 2024
Reduced 21.67%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
4,393
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
4,286
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,277
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 23.52%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
3,159
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
1,117
shares
|
$0
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,116
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,096
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
816
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
687
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
315
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 96.88%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
295
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 145.83%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
289
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
285
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
177
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 156.52%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
133
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
106
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 41.33%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
25
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 212.5%
|