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

Avior 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
Q1 		– Sell
-1,116
Closed -$55.3K – 2016
2024
Q4 		$55.3K Buy
+1,116
New +$58.1K ﹤0.01% 1111

Other funds holding RZG

TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
HFW
Horizon Family Wealth Chicago, Illinois $189M AUM 18.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Avior Wealth Management's RZG Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco S&P SmallCap 600 Pure Growth ETF (RZG) in Q1 2025, closing a stake of 1,116 shares — an estimated $55.3K sold.

Avior Wealth Management first reported a position in RZG in Q4 2024 and held it in 1 quarter. The position peaked at $55.3K in Q4 2024. 50 funds tracked by Wall St. Rank hold RZG as of Q1 2025.

  • Avior Wealth Management reported no remaining Invesco S&P SmallCap 600 Pure Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,116 Invesco S&P SmallCap 600 Pure Growth ETF shares in Q1 2025, an estimated $55.3K.
  • Avior Wealth Management first reported a position in Invesco S&P SmallCap 600 Pure Growth ETF in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's Invesco S&P SmallCap 600 Pure Growth ETF position peaked at $55.3K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.