Truist Financial
RZG icon

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

Truist Financial’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
Q4 		– Sell
-6,165
Closed -$226K – 2667
2022
Q3 		$226K Buy
+6,165
New +$253K ﹤0.01% 2237

Other funds holding RZG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial's RZG Position: Q4 2022 in Review

Truist Financial sold out of Invesco S&P SmallCap 600 Pure Growth ETF (RZG) in Q4 2022, closing a stake of 6,165 shares — an estimated $226K sold.

Truist Financial first reported a position in RZG in Q3 2022 and held it in 1 quarter. The position peaked at $226K in Q3 2022. 41 funds tracked by Wall St. Rank hold RZG as of Q4 2022.

  • Truist Financial reported no remaining Invesco S&P SmallCap 600 Pure Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Truist Financial sold 6,165 Invesco S&P SmallCap 600 Pure Growth ETF shares in Q4 2022, an estimated $226K.
  • Truist Financial first reported a position in Invesco S&P SmallCap 600 Pure Growth ETF in Q3 2022 and held it in 1 quarter.
  • Truist Financial's Invesco S&P SmallCap 600 Pure Growth ETF position peaked at $226K in Q3 2022.
  • 41 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q4 2022.

Based on Truist Financial's 13F filing for Q4 2022, filed 17 Feb 2023.