Northwestern Mutual Wealth Management’s Invesco S&P SmallCap 600 Pure Growth ETF RZG Stock Holding History

Northwestern Mutual Wealth Management’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 Q2	–	Sell	-501	Closed	-$13K	–	2647
2020 Q1	$13K	Buy	+501	New	+$17.6K	﹤0.01%	1835
2019 Q4	–	Sell	-360	Closed	-$13K	–	2586
2019 Q3	$13K	Hold	360	–	–	﹤0.01%	1859
2019 Q2	$13K	Hold	360	–	–	﹤0.01%	1877
2019 Q1	$14K	Hold	360	–	–	﹤0.01%	1851
2018 Q4	$12K	Hold	360	–	–	﹤0.01%	1773
2018 Q3	$16K	Hold	360	–	–	﹤0.01%	1760
2018 Q2	$15K	Hold	360	–	–	﹤0.01%	1697
2018 Q1	$14K	Hold	360	–	–	﹤0.01%	1651
2017 Q4	$14K	Buy	+360	New	+$13.4K	﹤0.01%	1620

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IRC

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management's RZG Position: Q2 2020 in Review

Northwestern Mutual Wealth Management sold out of Invesco S&P SmallCap 600 Pure Growth ETF (RZG) in Q2 2020, closing a stake of 501 shares — an estimated $13K sold.

Northwestern Mutual Wealth Management first reported a position in RZG in Q4 2017 and held it in 9 quarters. The position peaked at $16K in Q3 2018. 39 funds tracked by Wall St. Rank hold RZG as of Q2 2020.

Northwestern Mutual Wealth Management reported no remaining Invesco S&P SmallCap 600 Pure Growth ETF position as of Q2 2020 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 501 Invesco S&P SmallCap 600 Pure Growth ETF shares in Q2 2020, an estimated $13K.
Northwestern Mutual Wealth Management first reported a position in Invesco S&P SmallCap 600 Pure Growth ETF in Q4 2017 and held it in 9 quarters.
Northwestern Mutual Wealth Management's Invesco S&P SmallCap 600 Pure Growth ETF position peaked at $16K in Q3 2018.
39 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q2 2020.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.