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L.J. Altfest & Co’s Invesco S&P SmallCap 600 Pure Value ETF RZV Stock Holding History

L.J. Altfest & Co’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
2019
Q3 		– Sell
-9,457
Closed -$591K – 192
2019
Q2 		$591K Buy
+9,457
New +$604K 0.16% 91

Other funds holding RZV

CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
S
SimplyRich Carlsbad, California $427M AUM 43.67% 1-Year Est. Return

L.J. Altfest & Co's RZV Position: Q3 2019 in Review

L.J. Altfest & Co sold out of Invesco S&P SmallCap 600 Pure Value ETF (RZV) in Q3 2019, closing a stake of 9,457 shares — an estimated $591K sold.

L.J. Altfest & Co first reported a position in RZV in Q2 2019 and held it in 1 quarter. The position peaked at $591K in Q2 2019. 38 funds tracked by Wall St. Rank hold RZV as of Q3 2019.

  • L.J. Altfest & Co reported no remaining Invesco S&P SmallCap 600 Pure Value ETF position as of Q3 2019 after selling out during the quarter.
  • L.J. Altfest & Co sold 9,457 Invesco S&P SmallCap 600 Pure Value ETF shares in Q3 2019, an estimated $591K.
  • L.J. Altfest & Co first reported a position in Invesco S&P SmallCap 600 Pure Value ETF in Q2 2019 and held it in 1 quarter.
  • L.J. Altfest & Co's Invesco S&P SmallCap 600 Pure Value ETF position peaked at $591K in Q2 2019.
  • 38 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Value ETF as of Q3 2019.

Based on L.J. Altfest & Co's 13F filing for Q3 2019, filed 10 Oct 2019.