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Ameritas Advisory Services’s Invesco S&P SmallCap 600 Pure Value ETF RZV Stock Holding History

Ameritas Advisory Services’s Portfolio RZV Stock Details RZV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-100
Closed -$11.8K – 1896
2025
Q3 		$11.8K Hold
100
– – ﹤0.01% 1601
2025
Q2 		$10.5K Buy
+100
New +$9.64K ﹤0.01% 1996
2023
Q2 		– Sell
-100
Closed -$9.07K – 2157
2023
Q1 		$9.07K Buy
+100
New +$9.6K ﹤0.01% 1928

Other funds holding RZV

SAI
Systematic Alpha Investments Princeton, New Jersey $2.84B AUM 27.03% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
Theory Financial Fort Collins, Colorado $317M AUM 21.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWIM
Smallwood Wealth Investment Management Red Bank, New Jersey $229M AUM 23.56% 1-Year Est. Return

Ameritas Advisory Services's RZV Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco S&P SmallCap 600 Pure Value ETF (RZV) in Q4 2025, closing a stake of 100 shares — an estimated $11.8K sold.

Ameritas Advisory Services first reported a position in RZV in Q1 2023 and held it in 3 quarters. The position peaked at $11.8K in Q3 2025. 65 funds tracked by Wall St. Rank hold RZV as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Invesco S&P SmallCap 600 Pure Value ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 100 Invesco S&P SmallCap 600 Pure Value ETF shares in Q4 2025, an estimated $11.8K.
  • Ameritas Advisory Services first reported a position in Invesco S&P SmallCap 600 Pure Value ETF in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Invesco S&P SmallCap 600 Pure Value ETF position peaked at $11.8K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Value ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.