AWM
RZG icon

Abound Wealth Management’s Invesco S&P SmallCap 600 Pure Growth ETF RZG Stock Holding History

Abound Wealth Management’s Portfolio RZG Stock Details RZG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-90
Closed -$4.9K – 1484
2025
Q3 		$4.9K Buy
+90
New +$4.75K ﹤0.01% 647

Other funds holding RZG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFW
Horizon Family Wealth Chicago, Illinois $189M AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Abound Wealth Management's RZG Position: Q4 2025 in Review

Abound Wealth Management sold out of Invesco S&P SmallCap 600 Pure Growth ETF (RZG) in Q4 2025, closing a stake of 90 shares — an estimated $4.9K sold.

Abound Wealth Management first reported a position in RZG in Q3 2025 and held it in 1 quarter. The position peaked at $4.9K in Q3 2025. 57 funds tracked by Wall St. Rank hold RZG as of Q4 2025.

  • Abound Wealth Management reported no remaining Invesco S&P SmallCap 600 Pure Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Abound Wealth Management sold 90 Invesco S&P SmallCap 600 Pure Growth ETF shares in Q4 2025, an estimated $4.9K.
  • Abound Wealth Management first reported a position in Invesco S&P SmallCap 600 Pure Growth ETF in Q3 2025 and held it in 1 quarter.
  • Abound Wealth Management's Invesco S&P SmallCap 600 Pure Growth ETF position peaked at $4.9K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.