Key FInancial Inc RZG INVESCO EXCHANGE TRADED FD T

Ownership history in Key FInancial Inc  ·  23 quarters on record

AI Ownership Summary

Key FInancial Inc reported INVESCO EXCHANGE TRADED FD T (RZG) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows RZG at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RZG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Key FInancial Inc's position in INVESCO EXCHANGE TRADED FD T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RZG was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Key FInancial Inc held RZG — position size vs. price
% of Fund (quarterly)    RZG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 687 0% 0.01% $39K 2026-04-24 $63.42
2025 Q4 UNCHANGED 687 0% 0.01% $37K 2026-02-09 $59.32
2025 Q3 UNCHANGED 687 0% 0.01% $37K 2025-11-05 $54.07
2025 Q2 UNCHANGED 687 0% 0.01% $35K 2025-08-05 $51.10
2025 Q1 UNCHANGED 687 0% 0.01% $32K 2025-05-01 $46.25
2024 Q4 UNCHANGED 687 0% 0.01% $34K 2025-01-31 $51.44
2024 Q3 UNCHANGED 687 0% 0.01% $35K 2024-10-29 $49.53
2024 Q2 UNCHANGED 687 0% 0.01% $33K 2024-07-30 $51.40
2024 Q1 UNCHANGED 687 0% 0.01% $31K 2024-05-01 $45.78
2023 Q4 UNCHANGED 687 0% 0.01% $31K 2024-01-31 $44.19
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Key FInancial Inc and RZG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Key FInancial Inc reported owning RZG?

Key FInancial Inc reported RZG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RZG position in Key FInancial Inc's portfolio?

The largest reported portfolio weight for RZG was 0.01% in 2024 Q1.

What is the latest reported RZG position on this page?

The most recent filing on this page is 2026 Q1, when Key FInancial Inc reported 687 shares, equal to 0.01% of portfolio, with an estimated market value of $39K.

What does the chart on this RZG ownership page compare?

The chart compares Key FInancial Inc's quarterly RZG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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