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

Founders Financial Alliance’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
2021
Q2 		– Sell
-12
Closed -$1K – 487
2021
Q1 		$1K Buy
+12
New +$966 ﹤0.01% 461

Other funds holding RZV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAI
Systematic Alpha Investments Princeton, New Jersey $2.84B AUM 27.03% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Founders Financial Alliance's RZV Position: Q2 2021 in Review

Founders Financial Alliance sold out of Invesco S&P SmallCap 600 Pure Value ETF (RZV) in Q2 2021, closing a stake of 12 shares — an estimated $1K sold.

Founders Financial Alliance first reported a position in RZV in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 66 funds tracked by Wall St. Rank hold RZV as of Q2 2021.

  • Founders Financial Alliance reported no remaining Invesco S&P SmallCap 600 Pure Value ETF position as of Q2 2021 after selling out during the quarter.
  • Founders Financial Alliance sold 12 Invesco S&P SmallCap 600 Pure Value ETF shares in Q2 2021, an estimated $1K.
  • Founders Financial Alliance first reported a position in Invesco S&P SmallCap 600 Pure Value ETF in Q1 2021 and held it in 1 quarter.
  • Founders Financial Alliance's Invesco S&P SmallCap 600 Pure Value ETF position peaked at $1K in Q1 2021.
  • 66 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Value ETF as of Q2 2021.

Based on Founders Financial Alliance's 13F filing for Q2 2021, filed 2 Aug 2021.