Buck Wealth Strategies’s Invesco S&P SmallCap 600 Pure Value ETF RZV Stock Holding History

Buck Wealth Strategies’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
2026 Q2	$265K	Buy	+1,780	New	+$244K	0.03%	176

Other funds holding RZV

SAI

Systematic Alpha Investments Princeton, New Jersey $3.72B AUM 46.33% 1-Year Est. Return

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

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Theory Financial Fort Collins, Colorado $317M AUM 21.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Buck Wealth Strategies's RZV Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Invesco S&P SmallCap 600 Pure Value ETF (RZV) in Q2 2026: 1,780 shares worth $265K. The stake represents 0.03% of the portfolio and ranks #176 among its holdings.

71 funds tracked by Wall St. Rank hold RZV as of Q2 2026.

Buck Wealth Strategies held 1,780 shares of Invesco S&P SmallCap 600 Pure Value ETF worth $265K as of Q2 2026.
Invesco S&P SmallCap 600 Pure Value ETF was a new Buck Wealth Strategies position in Q2 2026.
Invesco S&P SmallCap 600 Pure Value ETF made up 0.03% of Buck Wealth Strategies's portfolio in Q2 2026, its #176 holding.
71 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Value ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.