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

WealthPLAN 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
2022 Q1	$415K	Sell	10,062 -570	-5%	-$27.8K	0.03%	274
2021 Q4	$515K	Buy	+10,632	New	+$587K	0.03%	249

Other funds holding RZG

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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

WealthPLAN Partners's RZG Position: Q1 2022 in Review

WealthPLAN Partners reduced its Invesco S&P SmallCap 600 Pure Growth ETF (RZG) stake by 5.4% in Q1 2022, selling an estimated $27.8K and leaving 10,062 shares worth $415K. The position accounts for 0.03% of the portfolio, ranked #274.

WealthPLAN Partners first reported a position in RZG in Q4 2021 and has held it in 2 quarters since. The position peaked at $515K in Q4 2021. 55 funds tracked by Wall St. Rank hold RZG as of Q1 2022.

WealthPLAN Partners held 10,062 shares of Invesco S&P SmallCap 600 Pure Growth ETF worth $415K as of Q1 2022.
WealthPLAN Partners sold 570 Invesco S&P SmallCap 600 Pure Growth ETF shares in Q1 2022, an estimated $27.8K.
Invesco S&P SmallCap 600 Pure Growth ETF made up 0.03% of WealthPLAN Partners's portfolio in Q1 2022, its #274 holding.
WealthPLAN Partners first reported a position in Invesco S&P SmallCap 600 Pure Growth ETF in Q4 2021 and has held it in 2 quarters since.
WealthPLAN Partners's Invesco S&P SmallCap 600 Pure Growth ETF position peaked at $515K in Q4 2021.
55 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q1 2022.

Based on WealthPLAN Partners's 13F filing for Q1 2022, filed 3 May 2022.