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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

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IMC Chicago
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LPL Financial
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TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
IRC
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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 $528B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B 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 $2.62B AUM 21.3% 1-Year Est. Return