Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / S&P MDCP400 PR
-
Total 13F shares
-
116,947
-
Share change
-
-5,136
-
Total reported value
-
$6,161,506
-
Price per share
-
$52.44
-
Number of holders
-
15
-
Value change
-
-$255,210
-
Number of buys
-
5
-
Number of sells
-
6
Institutional Holders of INVESCO EXCHANGE TRADED FD T - S&P MDCP400 PR (RFG) as of Q4 2025
As of 31 Dec 2025,
INVESCO EXCHANGE TRADED FD T - S&P MDCP400 PR (RFG) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
116,947 shares.
The largest 10 holders included
Compton Wealth Advisory Group, LLC, Sowell Financial Services LLC, WILLNER & HELLER, LLC, VISTA INVESTMENT PARTNERS LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Fiduciary Alliance LLC, GREENLEAF TRUST, FLAGSHIP HARBOR ADVISORS, LLC, Spire Wealth Management, and Trust Co.
This page lists
15
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.