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Centaurus Financial’s Invesco S&P SmallCap 600 Pure Value ETF RZV Stock Holding History

Centaurus Financial’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
2018
Q3 		– Sell
-153
Closed -$12K – 1744
2018
Q2 		$12K Buy
+153
New +$11.5K ﹤0.01% 1484

Other funds holding RZV

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Centaurus Financial's RZV Position: Q3 2018 in Review

Centaurus Financial sold out of Invesco S&P SmallCap 600 Pure Value ETF (RZV) in Q3 2018, closing a stake of 153 shares — an estimated $12K sold.

Centaurus Financial first reported a position in RZV in Q2 2018 and held it in 1 quarter. The position peaked at $12K in Q2 2018. 42 funds tracked by Wall St. Rank hold RZV as of Q3 2018.

  • Centaurus Financial reported no remaining Invesco S&P SmallCap 600 Pure Value ETF position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 153 Invesco S&P SmallCap 600 Pure Value ETF shares in Q3 2018, an estimated $12K.
  • Centaurus Financial first reported a position in Invesco S&P SmallCap 600 Pure Value ETF in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's Invesco S&P SmallCap 600 Pure Value ETF position peaked at $12K in Q2 2018.
  • 42 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Value ETF as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.