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

Signet Financial 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
-481
Closed -$37K – 712
2018
Q3 		$37K Hold
481
– – 0.01% 435
2018
Q2 		$37K Hold
481
– – 0.01% 431
2018
Q1 		$34K Buy
+481
New +$34.7K 0.01% 410

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 $901M AUM 21.04% 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 $427M AUM 43.67% 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 $445B AUM 25.58% 1-Year Est. Return

Signet Financial Management's RZV Position: Q4 2018 in Review

Signet Financial Management sold out of Invesco S&P SmallCap 600 Pure Value ETF (RZV) in Q4 2018, closing a stake of 481 shares — an estimated $37K sold.

Signet Financial Management first reported a position in RZV in Q1 2018 and held it in 3 quarters. The position peaked at $37K in Q3 2018. 44 funds tracked by Wall St. Rank hold RZV as of Q4 2018.

  • Signet Financial Management reported no remaining Invesco S&P SmallCap 600 Pure Value ETF position as of Q4 2018 after selling out during the quarter.
  • Signet Financial Management sold 481 Invesco S&P SmallCap 600 Pure Value ETF shares in Q4 2018, an estimated $37K.
  • Signet Financial Management first reported a position in Invesco S&P SmallCap 600 Pure Value ETF in Q1 2018 and held it in 3 quarters.
  • Signet Financial Management's Invesco S&P SmallCap 600 Pure Value ETF position peaked at $37K in Q3 2018.
  • 44 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Value ETF as of Q4 2018.

Based on Signet Financial Management's 13F filing for Q4 2018, filed 14 Feb 2019.