Merit Financial Group’s Invesco S&P SmallCap 600 Pure Value ETF RZV Stock Holding History
Bought
Maintained
Sold
Other funds holding RZV
SAI
ACM
WAP
TF
Merit Financial Group's RZV Position: Q1 2026 in Review
Merit Financial Group reduced its Invesco S&P SmallCap 600 Pure Value ETF (RZV) stake by 8% in Q1 2026, selling an estimated $152K and leaving 13,682 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #742.
Merit Financial Group first reported a position in RZV in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.6M in Q4 2024. 65 funds tracked by Wall St. Rank hold RZV as of Q1 2026.
- Merit Financial Group held 13,682 shares of Invesco S&P SmallCap 600 Pure Value ETF worth $1.7M as of Q1 2026.
- Merit Financial Group sold 1,188 Invesco S&P SmallCap 600 Pure Value ETF shares in Q1 2026, an estimated $152K.
- Invesco S&P SmallCap 600 Pure Value ETF made up 0.01% of Merit Financial Group's portfolio in Q1 2026, its #742 holding.
- Merit Financial Group first reported a position in Invesco S&P SmallCap 600 Pure Value ETF in Q4 2022 and has held it in 14 quarters since.
- Merit Financial Group's Invesco S&P SmallCap 600 Pure Value ETF position peaked at $2.6M in Q4 2024.
- 65 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Value ETF as of Q1 2026.
Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.