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

HCR 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
2026 Q2	$235K	Buy	+3,234	New	+$208K	0.02%	234

Other funds holding RZG

Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

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

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return