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Schear Investment Advisers’s Invesco S&P SmallCap 600 Pure Growth ETF RZG Stock Holding History

Schear Investment Advisers’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
2026
Q3 		$1.03M Buy
+16,547
New +$1.13M 0.13% 112

Other funds holding RZG

TW
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Schear Investment Advisers's RZG Position: Q3 2026 in Review

Schear Investment Advisers opened a new position in Invesco S&P SmallCap 600 Pure Growth ETF (RZG) in Q3 2026: 16,547 shares worth $1.03M. The stake represents 0.13% of the portfolio and ranks #112 among its holdings.

6 funds tracked by Wall St. Rank hold RZG as of Q3 2026.

  • Schear Investment Advisers held 16,547 shares of Invesco S&P SmallCap 600 Pure Growth ETF worth $1.03M as of Q3 2026.
  • Invesco S&P SmallCap 600 Pure Growth ETF was a new Schear Investment Advisers position in Q3 2026.
  • Invesco S&P SmallCap 600 Pure Growth ETF made up 0.13% of Schear Investment Advisers's portfolio in Q3 2026, its #112 holding.
  • 6 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q3 2026.

Based on Schear Investment Advisers's 13F filing for Q3 2026, filed 14 Oct 2026.