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Liberty Wealth Management’s Invesco S&P SmallCap 600 Pure Value ETF RZV Stock Holding History

Liberty Wealth Management’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
2020
Q2 		– Sell
-106
Closed -$4K – 966
2020
Q1 		$4K Buy
+106
New +$5.72K ﹤0.01% 638
2019
Q3 		– Sell
-105
Closed -$7K – 959
2019
Q2 		$7K Buy
+105
New +$6.71K 0.01% 603

Other funds holding RZV

IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 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
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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Liberty Wealth Management's RZV Position: Q2 2020 in Review

Liberty Wealth Management sold out of Invesco S&P SmallCap 600 Pure Value ETF (RZV) in Q2 2020, closing a stake of 106 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in RZV in Q2 2019 and held it in 2 quarters. The position peaked at $7K in Q2 2019. 31 funds tracked by Wall St. Rank hold RZV as of Q2 2020.

  • Liberty Wealth Management reported no remaining Invesco S&P SmallCap 600 Pure Value ETF position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 106 Invesco S&P SmallCap 600 Pure Value ETF shares in Q2 2020, an estimated $4K.
  • Liberty Wealth Management first reported a position in Invesco S&P SmallCap 600 Pure Value ETF in Q2 2019 and held it in 2 quarters.
  • Liberty Wealth Management's Invesco S&P SmallCap 600 Pure Value ETF position peaked at $7K in Q2 2019.
  • 31 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Value ETF as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.