U.S. Capital Wealth Advisors’s Invesco S&P SmallCap 600 Pure Growth ETF RZG Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q1	–	Sell	-312	Closed	-$12.1K	–	1355
2022 Q4	$12.1K	Buy	+312	New	+$12.5K	﹤0.01%	1231

Other funds holding RZG

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

TPWM

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's RZG Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Invesco S&P SmallCap 600 Pure Growth ETF (RZG) in Q1 2023, closing a stake of 312 shares — an estimated $12.1K sold.

U.S. Capital Wealth Advisors first reported a position in RZG in Q4 2022 and held it in 1 quarter. The position peaked at $12.1K in Q4 2022. 35 funds tracked by Wall St. Rank hold RZG as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Invesco S&P SmallCap 600 Pure Growth ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 312 Invesco S&P SmallCap 600 Pure Growth ETF shares in Q1 2023, an estimated $12.1K.
U.S. Capital Wealth Advisors first reported a position in Invesco S&P SmallCap 600 Pure Growth ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Invesco S&P SmallCap 600 Pure Growth ETF position peaked at $12.1K in Q4 2022.
35 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.