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IFP Advisors’s Royce Quant Small-Cap Quality Value ETF SQLV Stock Holding History

IFP Advisors’s Portfolio SQLV Stock Details SQLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-25
Closed -$1K – 4819
2022
Q3 		$1K Hold
25
– – ﹤0.01% 4678
2022
Q2 		$1K Hold
25
– – ﹤0.01% 4448
2022
Q1 		$1K Buy
+25
New +$967 ﹤0.01% 4446

Other funds holding SQLV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AIM
Aspen Investment Management Grand Rapids, Michigan $372M AUM 31.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

IFP Advisors's SQLV Position: Q4 2022 in Review

IFP Advisors sold out of Royce Quant Small-Cap Quality Value ETF (SQLV) in Q4 2022, closing a stake of 25 shares — an estimated $1K sold.

IFP Advisors first reported a position in SQLV in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 15 funds tracked by Wall St. Rank hold SQLV as of Q4 2022.

  • IFP Advisors reported no remaining Royce Quant Small-Cap Quality Value ETF position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 25 Royce Quant Small-Cap Quality Value ETF shares in Q4 2022, an estimated $1K.
  • IFP Advisors first reported a position in Royce Quant Small-Cap Quality Value ETF in Q1 2022 and held it in 3 quarters.
  • IFP Advisors's Royce Quant Small-Cap Quality Value ETF position peaked at $1K in Q3 2022.
  • 15 funds tracked by Wall St. Rank held Royce Quant Small-Cap Quality Value ETF as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.