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Disclosery

RZG INVESCO EXCHANGE TRADED FD T

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S&P SML600 GWT (fund)

57 managers (57 13F filers) reported a position in RZG shares at 2025-12-31, 822,400 shares in all. 11 filers opened a position and 7 filers sold out during the quarter.

Managers
57
13F filers
57
New
11
Added
14
Reduced
16
Sold out
7
Shares held by filers
822,400

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CWM, LLCin group CWM, LLC135,915$7.39M0.02%-8,45613F-HRTimelineGroup
LPL Financial LLC106,120$5.77M<0.01%+1,78513F-HRTimeline
Horizon Family Wealth, Inc.72,604$3.95M2.1%+49,56813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY58,348$3.17M<0.01%+98513F-HR/ATimelineGroup
Twelve Points Wealth Management LLC50,000$2.84M0.64%-1313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC37,212$2.02M<0.01%-2,08613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,016$1.31M<0.01%-53613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,891$1.3M<0.01%+43413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC22,236$1.21M<0.01%-5,29813F-HRTimeline
Farther Finance Advisors, LLC22,170$1.21M0.01%+7213F-HRTimeline
Global View Capital Management LLC19,949$1.08M0.2%new13F-HRTimeline
IMC-Chicago, LLC19,853$1.08M0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…19,175$1.04M<0.01%-31813F-HRTimeline
Berger Financial Group, Inc18,815$1.02M0.06%+113F-HRTimeline
Tempo Wealth, LLC18,533$1.01M0.18%13F-HRTimeline
Allworth Financial LP17,760$966K<0.01%-56213F-HRTimeline
Investors Research Corp14,039$763K0.14%-36213F-HRTimeline
WILLNER & HELLER, LLC11,332$616K0.44%+1013F-HRTimeline
Pacific Sun Financial Corp10,080$548K0.26%-81013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,923$540K<0.01%-12213F-HRTimelineGroup
Purus Wealth Management, LLC9,005$490K0.15%013F-HRTimeline
FAS Wealth Partners, Inc.7,865$428K0.03%+413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,738$366K<0.01%-90413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,272$341K<0.01%+7413F-HRTimelineGroup
Commonwealth Financial Services, LLC6,192$337K0.06%013F-HRTimeline
American Institute for Advanced Investm…5,391$293K0.19%013F-HRTimeline
Heritage Trust Co5,295$288K0.03%013F-HRTimeline
Cetera Investment Advisers5,117$278K<0.01%-44913F-HRTimeline
AlphaCore Capital LLC4,800$261K0.01%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,721$257K0.01%new13F-HRTimeline
Kaydan Wealth Management, Inc.4,445$242K0.07%013F-HRTimeline
Belpointe Asset Management LLC4,436$241K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,332$236K<0.01%+1,08313F-HRTimelineGroup
Trilogy Capital Inc.4,262$232K0.01%013F-HRTimeline
Western Wealth Management, LLC4,035$219K0.01%+19113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,829$208K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,648$198K<0.01%+1,20013F-HRTimeline
UBS Group AGin group UBS Group AG3,596$196K<0.01%-8,78313F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC3,277$178K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,070$167K<0.01%-8913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,802$152K<0.01%-8013F-HRTimelineGroup
Collier Financial1,117$60.8K0.05%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/975$53K0.01%013F-HRTimeline
Sound Income Strategies, LLC909$52.8K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…750$40.8K<0.01%+9813F-HRTimeline
Key Financial Inc687$37.4K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC555$30.2K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC551$30K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO530$28.8K<0.01%+22213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…341$18.5K<0.01%new13F-HR/ATimelineGroup
Geneos Wealth Management Inc.285$15.5K<0.01%013F-HRTimeline
Rossby Financial, LCC222$12.1K<0.01%013F-HRTimeline
Arax Advisory Partners186$10.1K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.172$9.35K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC12$661<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8$436<0.01%-113F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC1$54<0.01%new13F-HRTimeline