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

IFP 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 Q1	–	Sell	-558	Closed	-$19.6K	–	2968
2019 Q4	$22K	Hold	558	–	–	﹤0.01%	1589
2019 Q3	$20K	Buy	+558	New	+$20.3K	﹤0.01%	1767
2019 Q1	–	Sell	-450	Closed	-$16K	–	3229
2018 Q4	$16K	Sell	450 -900	-67%	-$35K	﹤0.01%	2259
2018 Q3	$60K	Buy	+1,350	New	+$60.3K	﹤0.01%	1796
2017 Q2	–	Sell	-165	Closed	-$6K	–	4187
2017 Q1	$6K	Hold	165	–	–	﹤0.01%	3209
2016 Q4	$5K	Hold	165	–	–	﹤0.01%	3317
2016 Q3	$5K	Hold	165	–	–	﹤0.01%	3251
2016 Q2	$5K	Buy	+165	New	+$4.42K	﹤0.01%	3162
2016 Q1	–	Sell	-1,077	Closed	-$29K	–	3234
2015 Q4	$29K	Buy	+1,077	New	+$30.2K	﹤0.01%	1951

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

IFP Advisors's RZG Position: Q1 2020 in Review

IFP Advisors sold out of Invesco S&P SmallCap 600 Pure Growth ETF (RZG) in Q1 2020, closing a stake of 558 shares — an estimated $19.6K sold.

IFP Advisors first reported a position in RZG in Q4 2015 and held it in 9 quarters. The position peaked at $60K in Q3 2018. 49 funds tracked by Wall St. Rank hold RZG as of Q1 2020.

IFP Advisors reported no remaining Invesco S&P SmallCap 600 Pure Growth ETF position as of Q1 2020 after selling out during the quarter.
IFP Advisors sold 558 Invesco S&P SmallCap 600 Pure Growth ETF shares in Q1 2020, an estimated $19.6K.
IFP Advisors first reported a position in Invesco S&P SmallCap 600 Pure Growth ETF in Q4 2015 and held it in 9 quarters.
IFP Advisors's Invesco S&P SmallCap 600 Pure Growth ETF position peaked at $60K in Q3 2018.
49 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q1 2020.

Based on IFP Advisors's 13F filing for Q1 2020, filed 12 May 2020.