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Axiom Advisory’s Invesco S&P SmallCap 600 Pure Growth ETF RZG Stock Holding History

Axiom Advisory’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 		$3.84M Sell
77,076
-2,669
-3% -$133K 0.04% 70
2024
Q2 		$3.77M Buy
+79,745
New +$3.77M 0.04% 70

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
AF
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

Axiom Advisory's RZG Position: Q3 2024 in Review

Axiom Advisory reduced its Invesco S&P SmallCap 600 Pure Growth ETF (RZG) stake by 3.3% in Q3 2024, selling an estimated $133K and leaving 77,076 shares worth $3.84M. The position accounts for 0.04% of the portfolio, ranked #70.

Axiom Advisory first reported a position in RZG in Q2 2024 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold RZG as of Q3 2024.

  • Axiom Advisory held 77,076 shares of Invesco S&P SmallCap 600 Pure Growth ETF worth $3.84M as of Q3 2024.
  • Axiom Advisory sold 2,669 Invesco S&P SmallCap 600 Pure Growth ETF shares in Q3 2024, an estimated $133K.
  • Invesco S&P SmallCap 600 Pure Growth ETF made up 0.04% of Axiom Advisory's portfolio in Q3 2024, its #70 holding.
  • Axiom Advisory first reported a position in Invesco S&P SmallCap 600 Pure Growth ETF in Q2 2024 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.