MWM
RZV icon

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

Merriman 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
2018
Q4 		– Sell
-18,130
Closed -$1.4M – 204
2018
Q3 		$1.4M Buy
18,130
+358
+2% +$28.2K 0.3% 58
2018
Q2 		$1.37M Buy
+17,772
New +$1.34M 0.31% 57

Other funds holding RZV

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
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Merriman Wealth Management's RZV Position: Q4 2018 in Review

Merriman Wealth Management sold out of Invesco S&P SmallCap 600 Pure Value ETF (RZV) in Q4 2018, closing a stake of 18,130 shares — an estimated $1.4M sold.

Merriman Wealth Management first reported a position in RZV in Q2 2018 and held it in 2 quarters. The position peaked at $1.4M in Q3 2018. 43 funds tracked by Wall St. Rank hold RZV as of Q4 2018.

  • Merriman Wealth Management reported no remaining Invesco S&P SmallCap 600 Pure Value ETF position as of Q4 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 18,130 Invesco S&P SmallCap 600 Pure Value ETF shares in Q4 2018, an estimated $1.4M.
  • Merriman Wealth Management first reported a position in Invesco S&P SmallCap 600 Pure Value ETF in Q2 2018 and held it in 2 quarters.
  • Merriman Wealth Management's Invesco S&P SmallCap 600 Pure Value ETF position peaked at $1.4M in Q3 2018.
  • 43 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Value ETF as of Q4 2018.

Based on Merriman Wealth Management's 13F filing for Q4 2018, filed 28 Jan 2019.