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Disclosery

RZV INVESCO EXCHANGE TRADED FD T

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ETF (fund)

66 managers (67 13F filers) reported a position in RZV shares at 2026-03-31, 906,829 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
66
13F filers
67
New
9
Added
25
Reduced
15
Sold out
7
Shares held by filers
906,829

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Systematic Alpha Investments, LLC306,488$38.1M1.34%013F-HRTimeline
LPL Financial LLC85,361$10.6M<0.01%+14,19113F-HRTimeline
Armbruster Capital Management, Inc.66,103$8.22M1.35%+18113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …51,863$6.45M0.13%-22,11613F-HRTimelineGroup
THEORY FINANCIAL LLC37,781$4.7M1.65%+9,46213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC37,684$4.69M<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/32,305$4.02M<0.01%-1,05713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,677$2.57M<0.01%+10,71713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY19,441$2.42M<0.01%+76213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC17,402$2.16M<0.01%+4,80813F-HRTimeline
Smallwood Wealth Investment Management,…15,794$1.96M1.04%+35513F-HRTimeline
Merit Financial Group, LLC13,682$1.7M0.01%-1,18813F-HRTimeline
UBS Group AGgroup of 2 filers holding13,408$1.67M+1,171Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,329$1.66M<0.01%+7,74213F-HRTimelineGroup
NTV Asset Management LLC12,450$1.55M0.17%-20013F-HRTimeline
Innova Wealth Partners11,209$1.39M0.66%+3,38913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,489$1.3M<0.01%-3813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,647$1.2M<0.01%-1613F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,425$1.05M0.01%-6713F-HRTimelineGroup
Lester Murray Antman dba SimplyRich8,363$1.04M0.27%-15813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,975$992K<0.01%+3,15713F-HRTimelineGroup
Cetera Investment Advisers7,832$974K<0.01%+3,20813F-HRTimeline
Discipline Wealth Solutions, LLC7,149$889K0.09%-92213F-HRTimeline
Ayalon Insurance Comp Ltd.7,023$874K0.18%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,215$761K<0.01%+3,95513F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…6,028$750K0.05%+32713F-HRTimelineGroup
American Institute for Advanced Investm…5,870$730K0.47%+11013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,521$687K<0.01%-813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,465$680K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,080$632K<0.01%+30413F-HRTimelineGroup
Creative Planningin group Creative Planning4,384$545K<0.01%+1413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,203$523K<0.01%+113F-HR/ATimelineGroup
Twelve Points Wealth Management LLC3,826$476K0.1%-413F-HRTimeline
IFP Advisors, Inc3,523$438K0.01%013F-HRTimeline
Focus Financial Network, Inc.3,198$398K0.01%+1,10413F-HRTimeline
Cambridge Investment Research Advisors,…2,847$354K<0.01%013F-HRTimeline
Private Advisory Group LLC2,709$337K0.02%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,637$328K<0.01%-16,80713F-HRTimelineGroup
Janney Montgomery Scott LLC2,463$306K<0.01%013F-HRTimeline
Worth Asset Management, LLC2,345$292K0.11%+4313F-HRTimeline
LOM Asset Management Ltd2,300$286K0.08%013F-HRTimeline
Independent Advisor Alliance2,278$283K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,231$278K<0.01%+23313F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,939$241K<0.01%-10813F-HRTimelineGroup
HighTower Advisors, LLC1,782$222K<0.01%+813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,737$216K<0.01%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,697$211K<0.01%-10713F-HRTimelineGroup
Allworth Financial LP1,200$149K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC650$80.9K0.01%new13F-HRTimeline
Jackson Hole Capital Partners, LLC458$57K0.01%013F-HRTimeline
FMR LLCin group FMR LLC386$48K<0.01%+26013F-HRTimelineGroup
Keating Financial Advisory Services, In…277$34.5K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/231$28.7K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC222$27K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…200$24.9K<0.01%013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.200$24.9K0.01%013F-HRTimeline
Geneos Wealth Management Inc.200$24.9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC193$24K<0.01%+213F-HRTimeline
AE Wealth Management LLC138$17.2K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…128$15.9K<0.01%013F-HRTimeline
MATHER GROUP, LLC.85$10.6K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC50$6.22K<0.01%new13F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50$6.14K<0.01%new13F-HR/ATimelineGroup
Sankala Group LLC3$383<0.01%013F-HRTimeline
CoreCap Advisors, LLC0$62<0.01%-17613F-HRTimelineAmount filed as zero, left out of ratios.
OGOREK ANTHONY JOSEPH /NY/ /ADV0$00%013F-HR/ATimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.