Steward Partners Investment Advisory’s Invesco S&P SmallCap 600 Pure Growth ETF RZG Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-420	Closed	-$14K	–	2719
2019 Q3	$14K	Sell	420 -30	-7%	-$1.09K	﹤0.01%	1858
2019 Q2	$16K	Buy	+450	New	+$16.7K	﹤0.01%	1795

Other funds holding RZG

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Steward Partners Investment Advisory's RZG Position: Q4 2019 in Review

Steward Partners Investment Advisory sold out of Invesco S&P SmallCap 600 Pure Growth ETF (RZG) in Q4 2019, closing a stake of 420 shares — an estimated $14K sold.

Steward Partners Investment Advisory first reported a position in RZG in Q2 2019 and held it in 2 quarters. The position peaked at $16K in Q2 2019. 64 funds tracked by Wall St. Rank hold RZG as of Q4 2019.

Steward Partners Investment Advisory reported no remaining Invesco S&P SmallCap 600 Pure Growth ETF position as of Q4 2019 after selling out during the quarter.
Steward Partners Investment Advisory sold 420 Invesco S&P SmallCap 600 Pure Growth ETF shares in Q4 2019, an estimated $14K.
Steward Partners Investment Advisory first reported a position in Invesco S&P SmallCap 600 Pure Growth ETF in Q2 2019 and held it in 2 quarters.
Steward Partners Investment Advisory's Invesco S&P SmallCap 600 Pure Growth ETF position peaked at $16K in Q2 2019.
64 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q4 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2019, filed 17 Jan 2020.