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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 99,485 | 7,231 | 0.0% | 0.0% | 1 | -4,022 | -3.89% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 124,797 | 7,108 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 84,996 | 6,178 | 2.82% | 2.55% | 3 | +162 | 0.19% | Q2 2026 | Aug 11, 2026 |
| Global View Capital Management LLC | History | New | 53,946 | 3,921 | 0.81% | — | 4 | +53,946 | New | Q2 2026 | Jul 23, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 49,286 | 3,582 | 0.72% | 0.62% | 5 | -517 | -1.04% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 45,986 | 3,342 | 0.0% | 0.0% | 6 | +1,877 | 4.26% | Q2 2026 | Aug 13, 2026 |
| Synergy Asset Management, LLC | History | New | 41,705 | 3,031 | 0.29% | — | 7 | +41,705 | New | Q2 2026 | Jul 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 40,501 | 2,944 | 0.0% | 0.0% | 8 | -876 | -2.12% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 40,657 | 2,920 | 0.0% | 0.0% | 9 | +26,391 | 184.99% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 26,127 | 1,899 | 0.0% | 0.0% | 10 | +1,275 | 5.13% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 23,480 | 1,706 | 0.0% | 0.0% | 11 | -363 | -1.52% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 23,419 | 1,702 | 0.0% | 0.0% | 12 | +1,346 | 6.1% | Q2 2026 | Jul 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 22,971 | 1,669 | 0.0% | 0.0% | 13 | +16,802 | 272.36% | Q2 2026 | Aug 14, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 19,654 | 1,428 | 0.11% | 0.09% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 18,784 | 1,366 | 0.0% | 0.0% | 15 | -290 | -1.52% | Q2 2026 | Jul 27, 2026 |
| Berger Financial Group, Inc | History | Reduced | 17,525 | 1,273 | 0.06% | 0.06% | 16 | -396 | -2.21% | Q2 2026 | Aug 04, 2026 |
| Allworth Financial LP | History | Reduced | 16,711 | 1,214 | 0.01% | 0.0% | 17 | -177 | -1.05% | Q2 2026 | Aug 11, 2026 |
| Tempo Wealth, LLC | History | Reduced | 16,603 | 1,206 | 0.18% | 0.17% | 18 | -480 | -2.81% | Q2 2026 | Jul 27, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 11,339 | 824 | 0.52% | 0.48% | 19 | -16 | -0.14% | Q2 2026 | Jul 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 10,094 | 733 | 0.0% | 0.0% | 20 | -301 | -2.9% | Q2 2026 | Aug 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 8,720 | 633 | 0.26% | 0.27% | 21 | -1,040 | -10.66% | Q2 2026 | Aug 07, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 8,328 | 605 | 0.17% | 0.16% | 22 | -384 | -4.41% | Q2 2026 | Jul 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 8,297 | 603 | 0.0% | 0.0% | 23 | -420 | -4.82% | Q2 2026 | Aug 14, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 7,632 | 554 | 0.03% | 0.03% | 24 | -244 | -3.1% | Q2 2026 | Jul 29, 2026 |
| Investors Research Corp | History | Reduced | 7,349 | 534 | 0.1% | 0.13% | 25 | -5,037 | -40.67% | Q2 2026 | Jul 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 6,729 | 489 | 0.0% | 0.0% | 26 | -194 | -2.8% | Q2 2026 | Sep 23, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 6,192 | 450 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cetera Investment Advisers | History | Added to | 6,014 | 437 | 0.0% | 0.0% | 28 | +93 | 1.57% | Q2 2026 | Aug 12, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 5,416 | 393 | 0.23% | 0.2% | 29 | -35 | -0.64% | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,433 | 387 | 0.0% | 0.0% | 30 | +1,363 | 33.49% | Q2 2026 | Aug 14, 2026 |
| Heritage Trust Co | History | No change | 5,295 | 384 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 4,445 | 323 | 0.1% | 0.08% | 32 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,383 | 319 | 0.0% | 0.0% | 33 | +51 | 1.18% | Q2 2026 | Aug 14, 2026 |
| Trilogy Capital Inc. | History | Added to | 4,272 | 310 | 0.01% | 0.01% | 34 | +10 | 0.23% | Q2 2026 | Jul 02, 2026 |
| Equitable Holdings, Inc. | History | Added to | 4,219 | 306 | 0.0% | 0.0% | 35 | +209 | 5.21% | Q2 2026 | Aug 17, 2026 |
| UBS Group AG | History | Added to | 4,138 | 300 | 0.0% | 0.0% | 36 | +605 | 17.12% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 3,946 | 286 | 0.01% | 0.01% | 37 | -122 | -3.0% | Q2 2026 | Jul 31, 2026 |
| HCR Wealth Advisors | History | New | 3,234 | 235 | 0.02% | — | 38 | +3,234 | New | Q2 2026 | Jul 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3,220 | 234 | 0.01% | — | 39 | +3,220 | New | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,129 | 227 | 0.0% | 0.0% | 40 | -257 | -7.59% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | New | 3,000 | 218 | 0.0% | — | 41 | +3,000 | New | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,950 | 214 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RMR Wealth Builders | History | New | 2,910 | 211 | 0.01% | — | 43 | +2,910 | New | Q2 2026 | Jul 24, 2026 |
| Focus Financial Network, Inc. | History | New | 2,904 | 211 | 0.01% | — | 44 | +2,904 | New | Q2 2026 | Jul 09, 2026 |
| Focus Partners Wealth | History | New | 2,868 | 208 | 0.0% | — | 45 | +2,868 | New | Q2 2026 | Aug 12, 2026 |
| Fiduciary Alliance LLC | History | New | 2,818 | 204 | 0.01% | — | 46 | +2,818 | New | Q2 2026 | Jul 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 2,762 | 200 | 0.0% | — | 47 | +2,762 | New | Q2 2026 | Jul 15, 2026 |
| FMR LLC | History | Added to | 2,711 | 197 | 0.0% | 0.0% | 48 | +1,200 | 79.42% | Q2 2026 | Aug 13, 2026 |
| Collier Financial | History | No change | 1,117 | 81 | 0.06% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 975 | 70 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Key FInancial Inc | History | No change | 687 | 49 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 616 | 44 | 0.0% | 0.0% | 52 | -60 | -8.88% | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | No change | 555 | 40 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 404 | 29 | 0.0% | 0.0% | 54 | +63 | 18.48% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 285 | 20 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | No change | 222 | 16 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | No change | 186 | 13 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 90 | 6 | 0.0% | — | 58 | +90 | New | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | New | 42 | 3 | 0.0% | — | 59 | +42 | New | Q2 2026 | Jul 28, 2026 |
| SIMPLEX TRADING, LLC | History | New | 14 | 1 | 0.0% | — | 60 | +14 | New | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,786 | -100.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,224 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,582 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Western Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,929 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -909 | -100.0% | Q2 2026 | Jul 20, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q2 2026 | Jul 17, 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% | Q2 2026 | Aug 03, 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 |