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

Financial Gravity Companies’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
2018 Q1	–	Sell	-201	Closed	-$8K	–	1612
2017 Q4	$8K	Buy	+201	New	+$7.46K	0.01%	612

Other funds holding RZG

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Gravity Companies's RZG Position: Q1 2018 in Review

Financial Gravity Companies sold out of Invesco S&P SmallCap 600 Pure Growth ETF (RZG) in Q1 2018, closing a stake of 201 shares — an estimated $8K sold.

Financial Gravity Companies first reported a position in RZG in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 63 funds tracked by Wall St. Rank hold RZG as of Q1 2018.

Financial Gravity Companies reported no remaining Invesco S&P SmallCap 600 Pure Growth ETF position as of Q1 2018 after selling out during the quarter.
Financial Gravity Companies sold 201 Invesco S&P SmallCap 600 Pure Growth ETF shares in Q1 2018, an estimated $8K.
Financial Gravity Companies first reported a position in Invesco S&P SmallCap 600 Pure Growth ETF in Q4 2017 and held it in 1 quarter.
Financial Gravity Companies's Invesco S&P SmallCap 600 Pure Growth ETF position peaked at $8K in Q4 2017.
63 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.