Householder Group Estate & Retirement Specialist’s Invesco S&P SmallCap 600 Pure Growth ETF RZG Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023 Q1	$4K	Buy	+105	New	+$4.23K	﹤0.01%	1006
2022 Q4	–	Sell	-105	Closed	-$3K	–	959
2022 Q3	$3K	Buy	+105	New	+$4.31K	﹤0.01%	935

Other funds holding RZG

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

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IRC

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's RZG Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in Invesco S&P SmallCap 600 Pure Growth ETF (RZG) in Q1 2023: 105 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1006 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in RZG as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in RZG in Q3 2022 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold RZG as of Q1 2023.

Householder Group Estate & Retirement Specialist held 105 shares of Invesco S&P SmallCap 600 Pure Growth ETF worth $4K as of Q1 2023.
Invesco S&P SmallCap 600 Pure Growth ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
Invesco S&P SmallCap 600 Pure Growth ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #1006 holding.
Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P SmallCap 600 Pure Growth ETF in Q3 2022 and has held it in 2 quarters since.
35 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.