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

Burt Wealth Advisors’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
2020 Q2	–	Sell	-33	Closed	-$1K	–	437
2020 Q1	$1K	Hold	33	–	–	﹤0.01%	388
2019 Q4	$1K	Hold	33	–	–	﹤0.01%	331
2019 Q3	$1K	Buy	+33	New	+$1.2K	﹤0.01%	331
2017 Q3	–	Sell	-180	Closed	-$6K	–	395
2017 Q2	$6K	Buy	+180	New	+$6.05K	﹤0.01%	324

Other funds holding RZG

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IRC

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Burt Wealth Advisors's RZG Position: Q2 2020 in Review

Burt Wealth Advisors sold out of Invesco S&P SmallCap 600 Pure Growth ETF (RZG) in Q2 2020, closing a stake of 33 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in RZG in Q2 2017 and held it in 4 quarters. The position peaked at $6K in Q2 2017. 39 funds tracked by Wall St. Rank hold RZG as of Q2 2020.

Burt Wealth Advisors reported no remaining Invesco S&P SmallCap 600 Pure Growth ETF position as of Q2 2020 after selling out during the quarter.
Burt Wealth Advisors sold 33 Invesco S&P SmallCap 600 Pure Growth ETF shares in Q2 2020, an estimated $1K.
Burt Wealth Advisors first reported a position in Invesco S&P SmallCap 600 Pure Growth ETF in Q2 2017 and held it in 4 quarters.
Burt Wealth Advisors's Invesco S&P SmallCap 600 Pure Growth ETF position peaked at $6K in Q2 2017.
39 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.