KFP
RZV icon

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

Keener Financial Planning’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
2024
Q4 		– Sell
-70
Closed -$7K – 189
2024
Q3 		$7K Buy
+70
New +$7.38K ﹤0.01% 152

Other funds holding RZV

SAI
Systematic Alpha Investments Princeton, New Jersey $2.84B AUM 27.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Keener Financial Planning's RZV Position: Q4 2024 in Review

Keener Financial Planning sold out of Invesco S&P SmallCap 600 Pure Value ETF (RZV) in Q4 2024, closing a stake of 70 shares — an estimated $7K sold.

Keener Financial Planning first reported a position in RZV in Q3 2024 and held it in 1 quarter. The position peaked at $7K in Q3 2024. 68 funds tracked by Wall St. Rank hold RZV as of Q4 2024.

  • Keener Financial Planning reported no remaining Invesco S&P SmallCap 600 Pure Value ETF position as of Q4 2024 after selling out during the quarter.
  • Keener Financial Planning sold 70 Invesco S&P SmallCap 600 Pure Value ETF shares in Q4 2024, an estimated $7K.
  • Keener Financial Planning first reported a position in Invesco S&P SmallCap 600 Pure Value ETF in Q3 2024 and held it in 1 quarter.
  • Keener Financial Planning's Invesco S&P SmallCap 600 Pure Value ETF position peaked at $7K in Q3 2024.
  • 68 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Value ETF as of Q4 2024.

Based on Keener Financial Planning's 13F filing for Q4 2024, filed 29 Jan 2025.