Institutional Ownership Invesco Fd Tr (RZV)
This table provides information about the institutional ownership of Invesco Fd Tr (RZV). We have compiled data on the 71 institutions that hold shares in the stock, with a total of 1.31 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 12, 2024 Q2 2024 |
306,488
shares
|
$33 Million
1.11% of portfolio
|
Q4 2021
Reduced 2.44%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
228,369
shares
|
$24.6 Million
0.0% of portfolio
|
Q2 2024
Added 865.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
112,326
shares
|
$12.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 29, 2024 Q2 2024 |
83,869
shares
|
$9.03 Million
1.73% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
73,401
shares
|
$7.91 Million
4.41% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
47,443
shares
|
$5.11 Million
0.0% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
45,130
shares
|
$4.86 Million
0.14% of portfolio
|
Q2 2024
Reduced 3.07%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Jul 23, 2024 Q2 2024 |
31,003
shares
|
$3.34 Million
1.46% of portfolio
|
Q2 2024
Reduced 18.36%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
28,303
shares
|
$3.05 Million
0.0% of portfolio
|
Q2 2024
Reduced 46.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
27,997
shares
|
$3.02 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
27,274
shares
|
$2.94 Million
1.36% of portfolio
|
Q2 2023
Added 5.1%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
20,245
shares
|
$2.18 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.83%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
18,928
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Ntv Asset Management LLC
|
Jul 31, 2024 Q2 2024 |
18,796
shares
|
$2.02 Million
0.27% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
15,841
shares
|
$1.71 Million
0.56% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
15,755
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.47%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
14,084
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
13,233
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
12,678
shares
|
$1.37 Million
0.45% of portfolio
|
Q4 2022
Reduced 98.87%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
12,227
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
10,722
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.86%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
9,692
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
8,835
shares
|
$951,529
0.01% of portfolio
|
Q3 2024
Added 19.31%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
8,615
shares
|
$927,835
0.26% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
8,494
shares
|
$914,803
0.0% of portfolio
|
Q2 2024
Reduced 27.58%
|