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

Clearwater Capital 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
2018 Q2	–	Sell	-730	Closed	-$51K	–	479
2018 Q1	$51K	Buy	+730	New	+$52.6K	0.01%	293

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

SimplyRich Carlsbad, California $427M AUM 43.67% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Clearwater Capital Advisors's RZV Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Invesco S&P SmallCap 600 Pure Value ETF (RZV) in Q2 2018, closing a stake of 730 shares — an estimated $51K sold.

Clearwater Capital Advisors first reported a position in RZV in Q1 2018 and held it in 1 quarter. The position peaked at $51K in Q1 2018. 38 funds tracked by Wall St. Rank hold RZV as of Q2 2018.

Clearwater Capital Advisors reported no remaining Invesco S&P SmallCap 600 Pure Value ETF position as of Q2 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 730 Invesco S&P SmallCap 600 Pure Value ETF shares in Q2 2018, an estimated $51K.
Clearwater Capital Advisors first reported a position in Invesco S&P SmallCap 600 Pure Value ETF in Q1 2018 and held it in 1 quarter.
Clearwater Capital Advisors's Invesco S&P SmallCap 600 Pure Value ETF position peaked at $51K in Q1 2018.
38 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Value ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.