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Disclosery

RZV INVESCO EXCHANGE TRADED FD T

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ETF (fund)

64 managers (64 13F filers) reported a position in RZV shares at 2025-06-30, 963,063 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
64
13F filers
64
New
7
Added
17
Reduced
26
Sold out
7
Shares held by filers
963,063

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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$32.1M1.14%013F-HRTimeline
LPL Financial LLC94,189$9.87M<0.01%-1,87613F-HRTimeline
AllSquare Wealth Management LLC69,170$7.25M4.07%+2013F-HRTimeline
Armbruster Capital Management, Inc.68,589$7.19M1.3%+96813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …62,175$6.51M0.15%+6,77813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/34,289$3.59M<0.01%-4,04613F-HRTimelineGroup
THEORY FINANCIAL LLC28,104$2.99M1.13%-2,89913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY20,296$2.13M<0.01%-1,57313F-HRTimelineGroup
Merit Financial Group, LLC18,223$1.91M0.02%-1,56013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,219$1.91M<0.01%+4,24813F-HRTimelineGroup
NTV Asset Management LLC15,146$1.59M0.19%013F-HRTimeline
UBS Group AGin group UBS Group AG14,048$1.47M<0.01%-4,41113F-HRTimelineGroup
Smallwood Wealth Investment Management,…13,611$1.43M0.81%+2,31313F-HRTimeline
IMC-Chicago, LLC12,976$1.36M0.03%-2,09713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,669$1.33M<0.01%+67113F-HRTimeline
IHT Wealth Management, LLC12,160$1.27M0.04%-8013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,924$1.25M<0.01%+1,17913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,172$1.07M<0.01%+4,30413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,007$1.05M<0.01%-6,78413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,633$1.01M<0.01%-64913F-HR/ATimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth9,015$945K0.01%-36813F-HRTimelineGroup
Lester Murray Antman dba SimplyRich8,567$897K0.25%-5513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,908$829K0.01%+12613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,206$755K<0.01%-1,87713F-HRTimelineGroup
Ayalon Insurance Comp Ltd.7,023$736K0.21%013F-HRTimeline
American Institute for Advanced Investm…6,050$634K0.45%-313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,925$621K<0.01%+46313F-HR/ATimelineGroup
Cetera Investment Advisers5,744$602K<0.01%-62713F-HRTimeline
Innova Wealth Partners5,740$601K0.35%+1,71213F-HRTimeline
Twelve Points Wealth Management LLC5,360$562K0.15%-11,21313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP4,400$461K<0.01%-12,10013F-HRTimelineGroup
Creative Planningin group Creative Planning4,342$455K<0.01%+7013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,075$427K<0.01%-34,22313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,581$375K<0.01%-82513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,530$370K<0.01%+27113F-HRTimelineGroup
IFP Advisors, Inc3,523$369K0.01%-50013F-HRTimeline
Cambridge Investment Research Advisors,…3,508$368K<0.01%-3013F-HRTimeline
Private Advisory Group LLC3,290$345K0.03%new13F-HRTimeline
Choate Investment Advisors2,750$288K0.01%013F-HRTimeline
Janney Montgomery Scott LLC2,710$284K<0.01%-56813F-HRTimeline
HighTower Advisors, LLC2,288$240K<0.01%+813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,191$230K<0.01%-16213F-HRTimelineGroup
Focus Financial Network, Inc.2,125$223K0.01%+513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,922$201K<0.01%new13F-HRTimelineGroup
LOM Asset Management Ltd1,905$200K0.07%13F-HR/ATimeline
CWM, LLCin group CWM, LLC1,867$196K<0.01%-813F-HRTimelineGroup
Allworth Financial LP1,200$126K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,038$109K<0.01%+51813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC337$35.3K<0.01%new13F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners276$28.9K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC275$28.8K<0.01%013F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/231$24.2K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC222$23K<0.01%-55913F-HRTimeline
Geneos Wealth Management Inc.200$21K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC137$14.4K<0.01%-3813F-HRTimelineGroup
Steward Partners Investment Advisory, L…128$13.4K<0.01%new13F-HRTimeline
Bristlecone Advisors, LLC100$10.5K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…100$10.5K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC74$7.75K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC67$7.05K<0.01%013F-HRTimeline
Global Retirement Partners, LLC34$3.53K<0.01%13F-HRTimeline
Transce3nd, LLC11$1.15K<0.01%+913F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.