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Disclosery

RZV INVESCO EXCHANGE TRADED FD T

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ETF (fund)

65 managers (65 13F filers) reported a position in RZV shares at 2025-09-30, 979,331 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
65
13F filers
65
New
10
Added
17
Reduced
22
Sold out
8
Shares held by filers
979,331

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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$36.2M1.19%013F-HRTimeline
LPL Financial LLC94,038$11.1M<0.01%-15113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …72,883$8.6M0.18%+10,70813F-HRTimelineGroup
AllSquare Wealth Management LLC69,049$8.15M4.3%-12113F-HRTimeline
Armbruster Capital Management, Inc.68,643$8.1M1.38%+5413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/32,764$3.87M<0.01%-1,52513F-HR/ATimelineGroup
THEORY FINANCIAL LLC31,388$3.7M1.3%+3,28413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY19,003$2.24M<0.01%-1,29313F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,303$1.92M<0.01%-1,91613F-HRTimelineGroup
Merit Financial Group, LLC16,236$1.92M0.02%-1,98713F-HR/ATimeline
UBS Group AGin group UBS Group AG16,190$1.91M<0.01%+2,14213F-HRTimelineGroup
Smallwood Wealth Investment Management,…15,411$1.82M0.93%+1,80013F-HRTimeline
NTV Asset Management LLC14,346$1.69M0.18%-80013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,256$1.45M<0.01%+33213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,105$1.43M<0.01%+1,93313F-HRTimelineGroup
IHT Wealth Management, LLC12,035$1.42M0.04%-12513F-HRTimeline
GTS SECURITIES LLC10,698$1.26M0.05%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,527$1.24M<0.01%-2,14213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,966$1.18M<0.01%-4113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,679$1.14M<0.01%+4613F-HRTimelineGroup
Discipline Wealth Solutions, LLC8,740$1.03M0.27%new13F-HRTimeline
Lester Murray Antman dba SimplyRich8,567$1.01M0.27%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,310$981K0.01%+40213F-HRTimelineGroup
Innova Wealth Partners7,729$912K0.49%+1,98913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,445$881K<0.01%+1,52013F-HRTimelineGroup
Ayalon Insurance Comp Ltd.7,023$829K0.21%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,867$693K<0.01%-1,33913F-HRTimelineGroup
American Institute for Advanced Investm…5,865$692K0.45%-18513F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…5,701$673K0.05%new13F-HRTimelineGroup
Cetera Investment Advisers5,568$657K<0.01%-17613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,408$520K<0.01%+87813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,398$519K<0.01%+32313F-HRTimelineGroup
Creative Planningin group Creative Planning4,358$514K<0.01%+1613F-HRTimelineGroup
Twelve Points Wealth Management LLC4,165$492K0.12%-1,19513F-HRTimeline
IFP Advisors, Inc3,523$416K0.01%013F-HR/ATimeline
MML INVESTORS SERVICES, LLC3,379$399K<0.01%-20213F-HRTimeline
Worth Asset Management, LLC3,079$363K0.16%new13F-HRTimeline
Cambridge Investment Research Advisors,…2,847$336K<0.01%-66113F-HRTimeline
Choate Investment Advisors2,750$325K0.01%013F-HRTimeline
Private Advisory Group LLC2,709$320K0.03%-58113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,554$301K<0.01%+63213F-HRTimelineGroup
Janney Montgomery Scott LLC2,463$291K<0.01%-24713F-HRTimeline
HighTower Advisors, LLC2,249$266K<0.01%-3913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,123$251K<0.01%-6813F-HRTimelineGroup
Focus Financial Network, Inc.2,100$248K0.01%-2513F-HRTimeline
LOM Asset Management Ltd1,905$225K0.07%013F-HRTimeline
CWM, LLCin group CWM, LLC1,867$220K<0.01%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,840$217K<0.01%new13F-HRTimelineGroup
Allworth Financial LP1,200$142K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP885$105K<0.01%-15313F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC650$76.7K0.01%new13F-HRTimeline
Jackson Hole Capital Partners, LLC458$54.1K0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC328$38K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC282$33.3K<0.01%+24813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners276$32.6K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC275$32.5K<0.01%013F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/231$27.3K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC222$26K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…200$23.6K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.200$23.6K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC180$21.2K<0.01%+4313F-HRTimelineGroup
Steward Partners Investment Advisory, L…128$15.1K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO102$12K<0.01%new13F-HR/ATimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…100$11.8K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC74$8.73K<0.01%013F-HRTimeline