Savvy Advisors Inc’s Invesco S&P SmallCap 600 Pure Growth ETF RZG Stock Holding History

Savvy Advisors Inc’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
2025 Q1	–	Sell	-22,098	Closed	-$1.09M	–	536
2024 Q4	$1.09M	Hold	22,098	–	–	0.13%	132
2024 Q3	$1.14M	Buy	+22,098	New	+$1.1M	0.23%	85

Other funds holding RZG

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

HFW

Horizon Family Wealth Chicago, Illinois $189M AUM 18.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IRC

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

Savvy Advisors Inc's RZG Position: Q1 2025 in Review

Savvy Advisors Inc sold out of Invesco S&P SmallCap 600 Pure Growth ETF (RZG) in Q1 2025, closing a stake of 22,098 shares — an estimated $1.09M sold.

Savvy Advisors Inc first reported a position in RZG in Q3 2024 and held it in 2 quarters. The position peaked at $1.14M in Q3 2024. 50 funds tracked by Wall St. Rank hold RZG as of Q1 2025.

Savvy Advisors Inc reported no remaining Invesco S&P SmallCap 600 Pure Growth ETF position as of Q1 2025 after selling out during the quarter.
Savvy Advisors Inc sold 22,098 Invesco S&P SmallCap 600 Pure Growth ETF shares in Q1 2025, an estimated $1.09M.
Savvy Advisors Inc first reported a position in Invesco S&P SmallCap 600 Pure Growth ETF in Q3 2024 and held it in 2 quarters.
Savvy Advisors Inc's Invesco S&P SmallCap 600 Pure Growth ETF position peaked at $1.14M in Q3 2024.
50 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q1 2025.

Based on Savvy Advisors Inc's 13F filing for Q1 2025, filed 12 May 2025.