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

Wealthcare Advisory Partners’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	-4,393	Closed	-$218K	–	944
2024 Q4	$218K	Buy	+4,393	New	+$229K	0.01%	829
2021 Q2	–	Sell	-219	Closed	-$12K	–	1613
2021 Q1	$12K	Buy	+219	New	+$11.5K	﹤0.01%	1398

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

Wealthcare Advisory Partners's RZG Position: Q1 2025 in Review

Wealthcare Advisory Partners sold out of Invesco S&P SmallCap 600 Pure Growth ETF (RZG) in Q1 2025, closing a stake of 4,393 shares — an estimated $218K sold.

Wealthcare Advisory Partners first reported a position in RZG in Q1 2021 and held it in 2 quarters. The position peaked at $218K in Q4 2024. 50 funds tracked by Wall St. Rank hold RZG as of Q1 2025.

Wealthcare Advisory Partners reported no remaining Invesco S&P SmallCap 600 Pure Growth ETF position as of Q1 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,393 Invesco S&P SmallCap 600 Pure Growth ETF shares in Q1 2025, an estimated $218K.
Wealthcare Advisory Partners first reported a position in Invesco S&P SmallCap 600 Pure Growth ETF in Q1 2021 and held it in 2 quarters.
Wealthcare Advisory Partners's Invesco S&P SmallCap 600 Pure Growth ETF position peaked at $218K in Q4 2024.
50 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q1 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2025, filed 15 Apr 2025.