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

LOM Asset 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
2026 Q2	$417K	Buy	2,800 +500	+22%	+$68.6K	0.11%	136
2026 Q1	$286K	Hold	2,300	–	–	0.08%	144
2025 Q4	$274K	Buy	2,300 +395	+21%	+$46.7K	0.08%	145
2025 Q3	$225K	Hold	1,905	–	–	0.07%	148
2025 Q2	$200K	Buy	+1,905	New	+$184K	0.07%	146

Other funds holding RZV

SAI

Systematic Alpha Investments Princeton, New Jersey $3.72B AUM 46.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Theory Financial Fort Collins, Colorado $317M AUM 21.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LOM Asset Management's RZV Position: Q2 2026 in Review

LOM Asset Management increased its Invesco S&P SmallCap 600 Pure Value ETF (RZV) stake by 22% in Q2 2026, buying an estimated $68.6K and bringing the position to 2,800 shares worth $417K. The position accounts for 0.11% of the portfolio, ranked #136.

LOM Asset Management first reported a position in RZV in Q2 2025 and has held it in 5 quarters since. 71 funds tracked by Wall St. Rank hold RZV as of Q2 2026.

LOM Asset Management held 2,800 shares of Invesco S&P SmallCap 600 Pure Value ETF worth $417K as of Q2 2026.
LOM Asset Management bought 500 Invesco S&P SmallCap 600 Pure Value ETF shares in Q2 2026, an estimated $68.6K.
Invesco S&P SmallCap 600 Pure Value ETF made up 0.11% of LOM Asset Management's portfolio in Q2 2026, its #136 holding.
LOM Asset Management first reported a position in Invesco S&P SmallCap 600 Pure Value ETF in Q2 2025 and has held it in 5 quarters since.
71 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Value ETF as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.