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

Buckingham Strategic Wealth’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
2019 Q3	–	Sell	-10,541	Closed	-$658K	–	451
2019 Q2	$658K	Buy	10,541 +2,889	+38%	+$184K	0.07%	203
2019 Q1	$502K	Buy	+7,652	New	+$510K	0.06%	224
2015 Q4	–	Sell	-3,918	Closed	-$210K	–	225
2015 Q3	$210K	Hold	3,918	–	–	0.07%	186
2015 Q2	$251K	Hold	3,918	–	–	0.08%	183
2015 Q1	$250K	Buy	+3,918	New	+$243K	0.09%	173

Other funds holding RZV

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $610M AUM 17.51% 1-Year Est. Return

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return