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

WealthPlan Investment Management’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
Q1 		$415K Buy
+10,062
New +$491K 0.03% 274

Other funds holding RZG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 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
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

WealthPlan Investment Management's RZG Position: Q1 2022 in Review

WealthPlan Investment Management opened a new position in Invesco S&P SmallCap 600 Pure Growth ETF (RZG) in Q1 2022: 10,062 shares worth $415K. The stake represents 0.03% of the portfolio and ranks #274 among its holdings.

55 funds tracked by Wall St. Rank hold RZG as of Q1 2022.

  • WealthPlan Investment Management held 10,062 shares of Invesco S&P SmallCap 600 Pure Growth ETF worth $415K as of Q1 2022.
  • Invesco S&P SmallCap 600 Pure Growth ETF was a new WealthPlan Investment Management position in Q1 2022.
  • Invesco S&P SmallCap 600 Pure Growth ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q1 2022, its #274 holding.
  • 55 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q1 2022.

Based on WealthPlan Investment Management's 13F filing for Q1 2022, filed 7 Sep 2022.