Independent Financial Group
RZG icon

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

Independent Financial Group’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
Q3 		– Sell
-2,762
Closed -$201K – 1650
2026
Q2 		$201K Buy
+2,762
New +$178K ﹤0.01% 1481

Other funds holding RZG

SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
TW
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Independent Financial Group's RZG Position: Q3 2026 in Review

Independent Financial Group sold out of Invesco S&P SmallCap 600 Pure Growth ETF (RZG) in Q3 2026, closing a stake of 2,762 shares — an estimated $201K sold.

Independent Financial Group first reported a position in RZG in Q2 2026 and held it in 1 quarter. The position peaked at $201K in Q2 2026. 7 funds tracked by Wall St. Rank hold RZG as of Q3 2026.

  • Independent Financial Group reported no remaining Invesco S&P SmallCap 600 Pure Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Independent Financial Group sold 2,762 Invesco S&P SmallCap 600 Pure Growth ETF shares in Q3 2026, an estimated $201K.
  • Independent Financial Group first reported a position in Invesco S&P SmallCap 600 Pure Growth ETF in Q2 2026 and held it in 1 quarter.
  • Independent Financial Group's Invesco S&P SmallCap 600 Pure Growth ETF position peaked at $201K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.