INVESCO EXCHANGE-TRADED FUND TRUST - RZG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Horizon Family Wealth, Inc. | History | No change | 84,996 | 6,178 | 2.82% | 2.82% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | Reduced | 97,828 | 6,111 | 0.0% | 0.0% | 2 | -1,657 | -1.67% | Q3 2026 | Nov 06, 2026 |
| MORGAN STANLEY | History | No change | 45,986 | 3,342 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 48,257 | 3,000 | 0.56% | 0.72% | 4 | -1,029 | -2.09% | Q3 2026 | Nov 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 40,501 | 2,944 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 40,657 | 2,920 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 42,056 | 2,627 | 0.13% | — | 7 | +42,056 | New | Q3 2026 | Oct 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 26,127 | 1,899 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 23,480 | 1,706 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 22,971 | 1,669 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 23,911 | 1,493 | 0.0% | 0.0% | 11 | +492 | 2.1% | Q3 2026 | Nov 02, 2026 |
| Berger Financial Group, Inc | History | No change | 17,525 | 1,273 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 19,654 | 1,227 | 0.11% | 0.11% | 13 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Allworth Financial LP | History | No change | 16,711 | 1,214 | 0.0% | 0.01% | 14 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 18,132 | 1,133 | 0.0% | 0.0% | 15 | -652 | -3.47% | Q3 2026 | Nov 02, 2026 |
| Schear Investment Advisers, LLC | History | New | 16,547 | 1,033 | 0.13% | — | 17 | +16,547 | New | Q3 2026 | Oct 14, 2026 |
| Tempo Wealth, LLC | History | Reduced | 16,547 | 1,033 | 0.13% | 0.18% | 16 | -56 | -0.34% | Q3 2026 | Oct 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 10,094 | 733 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 11,250 | 702 | 0.44% | 0.52% | 19 | -89 | -0.78% | Q3 2026 | Oct 27, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 8,720 | 633 | 0.26% | 0.26% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 8,297 | 603 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 7,632 | 554 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Purus Wealth Management, LLC | History | Added to | 8,329 | 520 | 0.14% | 0.17% | 23 | +1 | 0.01% | Q3 2026 | Oct 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 6,729 | 489 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Investors Research Corp | History | No change | 7,349 | 459 | 0.08% | 0.1% | 25 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Cetera Investment Advisers | History | No change | 6,014 | 437 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,433 | 387 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 5,381 | 336 | 0.19% | 0.23% | 28 | -35 | -0.65% | Q3 2026 | Nov 03, 2026 |
| Heritage Trust Co | History | No change | 5,295 | 330 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,383 | 319 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 4,219 | 306 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| UBS Group AG | History | No change | 4,138 | 300 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trilogy Capital Inc. | History | Reduced | 4,220 | 263 | 0.01% | 0.01% | 33 | -52 | -1.22% | Q3 2026 | Oct 20, 2026 |
| Belpointe Asset Management LLC | History | No change | 3,946 | 246 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 3,920 | 244 | 0.08% | 0.1% | 35 | -525 | -11.81% | Q3 2026 | Oct 08, 2026 |
| BROWN ADVISORY INC | History | No change | 3,000 | 218 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 2,868 | 208 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HCR Wealth Advisors | History | No change | 3,234 | 202 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| FMR LLC | History | No change | 2,711 | 197 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,129 | 195 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,950 | 184 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Collier Financial | History | No change | 1,117 | 69 | 0.05% | 0.06% | 42 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 975 | 60 | 0.0% | 0.01% | 43 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Key FInancial Inc | History | No change | 687 | 42 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| ASSETMARK, INC | History | No change | 555 | 34 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 404 | 29 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 327 | 20 | 0.0% | 0.0% | 47 | -289 | -46.92% | Q3 2026 | Oct 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 285 | 17 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Arax Advisory Partners | History | No change | 186 | 13 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rossby Financial, LCC | History | No change | 222 | 13 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 90 | 6 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global View Capital Management LLC | History | Closed out | 0 | 0 | — | 0.81% | — | -53,946 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -41,705 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Commonwealth Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,192 | -100.0% | Q3 2026 | Oct 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,220 | -100.0% | Q3 2026 | Oct 26, 2026 |
| RMR Wealth Builders | History | Closed out | 0 | 0 | — | 0.01% | — | -2,910 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,904 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Fiduciary Alliance LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,818 | -100.0% | Q3 2026 | Oct 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,762 | -100.0% | Q3 2026 | Oct 13, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2026 | Oct 20, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2026 | Nov 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |