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

Prospera Financial Services’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
2022
Q2 		– Sell
-114
Closed -$5K – 2413
2022
Q1 		$5K Buy
+114
New +$5.56K ﹤0.01% 2277

Other funds holding RZG

LPL Financial
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Prospera Financial Services's RZG Position: Q2 2022 in Review

Prospera Financial Services sold out of Invesco S&P SmallCap 600 Pure Growth ETF (RZG) in Q2 2022, closing a stake of 114 shares — an estimated $5K sold.

Prospera Financial Services first reported a position in RZG in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 41 funds tracked by Wall St. Rank hold RZG as of Q2 2022.

  • Prospera Financial Services reported no remaining Invesco S&P SmallCap 600 Pure Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 114 Invesco S&P SmallCap 600 Pure Growth ETF shares in Q2 2022, an estimated $5K.
  • Prospera Financial Services first reported a position in Invesco S&P SmallCap 600 Pure Growth ETF in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Invesco S&P SmallCap 600 Pure Growth ETF position peaked at $5K in Q1 2022.
  • 41 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.