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Disclosery

RZV INVESCO EXCHANGE TRADED FD T

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ETF (fund)

72 managers (73 13F filers) reported a position in RZV shares at 2026-06-30, 918,394 shares in all. 11 filers opened a position and 4 filers sold out during the quarter.

Managers
72
13F filers
73
New
11
Added
20
Reduced
25
Sold out
4
Shares held by filers
918,394

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Systematic Alpha Investments, LLC306,488$45.7M1.23%013F-HRTimeline
LPL Financial LLC77,582$11.6M<0.01%-7,77913F-HRTimeline
Armbruster Capital Management, Inc.63,762$9.5M1.42%-2,34113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …52,341$7.8M0.15%+47813F-HRTimelineGroup
THEORY FINANCIAL LLC39,779$5.93M1.87%+1,99813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC37,792$5.63M<0.01%+10813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/32,045$4.78M<0.01%-26013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY22,233$3.31M<0.01%+2,79213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,642$3.08M<0.01%-3513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC17,955$2.68M<0.01%+55313F-HRTimeline
Smallwood Wealth Investment Management,…16,764$2.5M1.09%+97013F-HRTimeline
Innova Wealth Partners14,365$2.14M0.89%+3,15613F-HRTimeline
Merit Financial Group, LLC13,575$2.02M0.01%-10713F-HR/ATimeline
UBS Group AGgroup of 2 filers holding12,689$1.89M-719Timeline
NTV Asset Management LLC11,450$1.71M0.17%-1,00013F-HRTimeline
MML INVESTORS SERVICES, LLC10,518$1.57M<0.01%new13F-HRTimeline
Cetera Investment Advisers9,955$1.48M<0.01%+2,12313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,394$1.4M<0.01%-1,09513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,114$1.36M<0.01%-53313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,937$1.33M<0.01%-4,39213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP8,500$1.27M<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,863$1.17M<0.01%+5,63213F-HRTimelineGroup
Lester Murray Antman dba SimplyRich7,558$1.13M0.27%-80513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,191$1.07M<0.01%+97613F-HRTimelineGroup
Ayalon Insurance Comp Ltd.7,023$1.05M0.13%013F-HRTimeline
Discipline Wealth Solutions, LLC6,976$1.04M0.09%-17313F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…5,916$882K0.05%-11213F-HRTimelineGroup
American Institute for Advanced Investm…5,820$868K0.5%-5013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,465$815K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,263$785K<0.01%+18313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,105$761K<0.01%-41613F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,805$716K0.01%-3,62013F-HRTimelineGroup
Creative Planningin group Creative Planning4,704$701K<0.01%+32013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,013$598K<0.01%-3,96213F-HRTimelineGroup
Twelve Points Wealth Management LLC3,757$560K0.11%-6913F-HRTimeline
IFP Advisors, Inc3,523$525K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,401$507K<0.01%-80213F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,847$424K<0.01%013F-HR/ATimeline
LOM Asset Management Ltd2,800$417K0.11%+50013F-HRTimeline
Private Advisory Group LLC2,709$404K0.02%013F-HRTimeline
Worth Asset Management, LLC2,382$355K0.11%+3713F-HRTimeline
Janney Montgomery Scott LLC2,290$341K<0.01%-17313F-HRTimeline
Focus Financial Network, Inc.2,039$304K0.01%-1,15913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,824$272K<0.01%+12713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,800$268K<0.01%+6313F-HRTimelineGroup
HighTower Advisors, LLC1,789$267K<0.01%+713F-HRTimeline
Buck Wealth Strategies, LLC1,780$265K0.03%new13F-HRTimeline
HRT FINANCIAL LP1,507$224K<0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,502$224K<0.01%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC1,410$210K0.01%new13F-HRTimeline
Purus Wealth Management, LLC1,394$208K0.06%new13F-HRTimeline
Allworth Financial LP1,200$179K<0.01%013F-HRTimeline
IFG Advisory, LLC1,015$151K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC984$147K<0.01%+59813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.350$52.2K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC282$42.1K<0.01%13F-HRTimeline
Keating Financial Advisory Services, In…277$41.3K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners276$41.1K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…274$40.8K<0.01%+14613F-HRTimeline
VALLEY NATIONAL ADVISERS INC222$33.1K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…200$29.9K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.200$29.8K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.200$29.8K0.01%013F-HRTimeline
Farther Finance Advisors, LLC168$25K<0.01%-2513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/160$23.9K<0.01%-7113F-HRTimeline
Integrated Wealth Concepts LLC130$19.4K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC50$7.45K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO49$7.36K<0.01%-113F-HRTimelineGroup
MATHER GROUP, LLC.15$2.25K<0.01%-7013F-HRTimeline
Sankala Group LLC6$928<0.01%+313F-HRTimeline
CoreCap Advisors, LLC0$74<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
OGOREK ANTHONY JOSEPH /NY/ /ADV0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.