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

CBIZ Investment Advisory Services’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 Q3	–	Sell	-133	Closed	-$6.74K	–	774
2025 Q2	$6.74K	Hold	133	–	–	﹤0.01%	405
2025 Q1	$6.23K	Hold	133	–	–	﹤0.01%	374
2024 Q4	$6.59K	Buy	133 +1	+0.8%	+$52	﹤0.01%	307
2024 Q3	$6.83K	Hold	132	–	–	﹤0.01%	283
2024 Q2	$6.28K	Hold	132	–	–	﹤0.01%	281
2024 Q1	$6.42K	Buy	+132	New	+$6.06K	﹤0.01%	277

Other funds holding RZG

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

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 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

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

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

HFW

Horizon Family Wealth Chicago, Illinois $189M AUM 18.48% 1-Year Est. Return

CBIZ Investment Advisory Services's RZG Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of Invesco S&P SmallCap 600 Pure Growth ETF (RZG) in Q3 2025, closing a stake of 133 shares — an estimated $6.74K sold.

CBIZ Investment Advisory Services first reported a position in RZG in Q1 2024 and held it in 6 quarters. The position peaked at $6.83K in Q3 2024. 54 funds tracked by Wall St. Rank hold RZG as of Q3 2025.

CBIZ Investment Advisory Services reported no remaining Invesco S&P SmallCap 600 Pure Growth ETF position as of Q3 2025 after selling out during the quarter.
CBIZ Investment Advisory Services sold 133 Invesco S&P SmallCap 600 Pure Growth ETF shares in Q3 2025, an estimated $6.74K.
CBIZ Investment Advisory Services first reported a position in Invesco S&P SmallCap 600 Pure Growth ETF in Q1 2024 and held it in 6 quarters.
CBIZ Investment Advisory Services's Invesco S&P SmallCap 600 Pure Growth ETF position peaked at $6.83K in Q3 2024.
54 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.