Institutional Ownership Invesco Fd Tr (RZV)
This table provides information about the institutional ownership of Invesco Fd Tr (RZV). We have compiled data on the 70 institutions that hold shares in the stock, with a total of 1.28 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
1,035
shares
|
$121,074
0.02% of portfolio
|
Q3 2024
Added 97.14%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,027
shares
|
$120,138
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
925
shares
|
$108,206
0.04% of portfolio
|
Q1 2023
Reduced 66.06%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
458
shares
|
$53,576
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
375
shares
|
$43,867
0.0% of portfolio
|
Q1 2024
Reduced 21.05%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
300
shares
|
$35,094
0.01% of portfolio
|
Q1 2024
Reduced 2.28%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
276
shares
|
$32,286
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
269
shares
|
$31,467
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
266
shares
|
$31,116
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
180
shares
|
$21,056
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
173
shares
|
$20,237
0.01% of portfolio
|
Q4 2022
Added 10.9%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
100
shares
|
$11,698
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
80
shares
|
$9,358
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
70
shares
|
$8,188
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
66
shares
|
$7,720
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
33
shares
|
$3,860
0.0% of portfolio
|
Q3 2024
Reduced 97.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
15
shares
|
$1,754
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|