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S.A. Mason’s Invesco S&P SmallCap 600 Pure Growth ETF RZG Stock Holding History

S.A. Mason’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
-225
Closed -$9K – 446
2019
Q4 		$9K Buy
+225
New +$8.3K 0.01% 357

Other funds holding RZG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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

S.A. Mason's RZG Position: Q1 2020 in Review

S.A. Mason sold out of Invesco S&P SmallCap 600 Pure Growth ETF (RZG) in Q1 2020, closing a stake of 225 shares — an estimated $9K sold.

S.A. Mason first reported a position in RZG in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 49 funds tracked by Wall St. Rank hold RZG as of Q1 2020.

  • S.A. Mason reported no remaining Invesco S&P SmallCap 600 Pure Growth ETF position as of Q1 2020 after selling out during the quarter.
  • S.A. Mason sold 225 Invesco S&P SmallCap 600 Pure Growth ETF shares in Q1 2020, an estimated $9K.
  • S.A. Mason first reported a position in Invesco S&P SmallCap 600 Pure Growth ETF in Q4 2019 and held it in 1 quarter.
  • S.A. Mason's Invesco S&P SmallCap 600 Pure Growth ETF position peaked at $9K in Q4 2019.
  • 49 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q1 2020.

Based on S.A. Mason's 13F filing for Q1 2020, filed 14 May 2020.