Argent Financial Group’s Invesco S&P SmallCap 600 Pure Growth ETF RZG Stock Holding History

Argent Financial Group’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
2024 Q3	$273K	Buy	+5,295	New	+$264K	0.03%	271

Other funds holding RZG

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Argent Financial Group's RZG Position: Q3 2024 in Review

Argent Financial Group opened a new position in Invesco S&P SmallCap 600 Pure Growth ETF (RZG) in Q3 2024: 5,295 shares worth $273K. The stake represents 0.03% of the portfolio and ranks #271 among its holdings.

50 funds tracked by Wall St. Rank hold RZG as of Q3 2024.

Argent Financial Group held 5,295 shares of Invesco S&P SmallCap 600 Pure Growth ETF worth $273K as of Q3 2024.
Invesco S&P SmallCap 600 Pure Growth ETF was a new Argent Financial Group position in Q3 2024.
Invesco S&P SmallCap 600 Pure Growth ETF made up 0.03% of Argent Financial Group's portfolio in Q3 2024, its #271 holding.
50 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.