FFA
RZV icon

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

Farther Finance 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 		$24K Buy
193
+2
+1% +$256 ﹤0.01% 3524
2025
Q4 		$22.7K Buy
191
+117
+158% +$13.8K ﹤0.01% 3357
2025
Q3 		$8.73K Hold
74
– – ﹤0.01% 3501
2025
Q2 		$7.75K Hold
74
– – ﹤0.01% 3199
2025
Q1 		$7.29K Sell
74
-195
-72% -$20.8K ﹤0.01% 2886
2024
Q4 		$30K Hold
269
– – ﹤0.01% 1904
2024
Q3 		$29.4K Hold
269
– – ﹤0.01% 1912
2024
Q2 		$26.3K Hold
269
– – ﹤0.01% 1677
2024
Q1 		$28.5K Hold
269
– – ﹤0.01% 1383
2023
Q4 		$28.9K Hold
269
– – ﹤0.01% 1222
2023
Q3 		$24.5K Hold
269
– – ﹤0.01% 1032
2023
Q2 		$25.2K Hold
269
– – 0.01% 919
2023
Q1 		$24.4K Hold
269
– – 0.01% 838
2022
Q4 		$23.8K Buy
+269
New +$23.7K 0.01% 676

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 $610M AUM 17.51% 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