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Cardiff Park Advisors’s Invesco S&P SmallCap 600 Pure Value ETF RZV Stock Holding History

Cardiff Park Advisors’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
Q1 		$80.9K Buy
+650
New +$83.2K 0.01% 322
2025
Q4 		– Sell
-650
Closed -$76.7K – 386
2025
Q3 		$76.7K Buy
+650
New +$73.7K 0.01% 326

Other funds holding RZV

SAI
Systematic Alpha Investments Princeton, New Jersey $2.84B AUM 27.03% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TF
Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cardiff Park Advisors's RZV Position: Q1 2026 in Review

Cardiff Park Advisors opened a new position in Invesco S&P SmallCap 600 Pure Value ETF (RZV) in Q1 2026: 650 shares worth $80.9K. The stake represents 0.01% of the portfolio and ranks #322 among its holdings. This is a return to the name: Cardiff Park Advisors previously reported a position in RZV as recently as Q3 2025.

Cardiff Park Advisors first reported a position in RZV in Q3 2025 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold RZV as of Q1 2026.

  • Cardiff Park Advisors held 650 shares of Invesco S&P SmallCap 600 Pure Value ETF worth $80.9K as of Q1 2026.
  • Invesco S&P SmallCap 600 Pure Value ETF was a new Cardiff Park Advisors position in Q1 2026.
  • Invesco S&P SmallCap 600 Pure Value ETF made up 0.01% of Cardiff Park Advisors's portfolio in Q1 2026, its #322 holding.
  • Cardiff Park Advisors first reported a position in Invesco S&P SmallCap 600 Pure Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Value ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.