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

Plante Moran Financial 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
2019
Q1 		– Sell
-30
Closed -$1K – 912
2018
Q4 		$1K Buy
+30
New +$1.17K ﹤0.01% 826

Other funds holding RZG

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Plante Moran Financial Advisors's RZG Position: Q1 2019 in Review

Plante Moran Financial Advisors sold out of Invesco S&P SmallCap 600 Pure Growth ETF (RZG) in Q1 2019, closing a stake of 30 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in RZG in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 74 funds tracked by Wall St. Rank hold RZG as of Q1 2019.

  • Plante Moran Financial Advisors reported no remaining Invesco S&P SmallCap 600 Pure Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 30 Invesco S&P SmallCap 600 Pure Growth ETF shares in Q1 2019, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Invesco S&P SmallCap 600 Pure Growth ETF in Q4 2018 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco S&P SmallCap 600 Pure Growth ETF position peaked at $1K in Q4 2018.
  • 74 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q1 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2019, filed 13 May 2019.