Spectrum Wealth Advisory Group
IVAL icon

Spectrum Wealth Advisory Group’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

Spectrum Wealth Advisory Group’s Portfolio IVAL Stock Details IVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-14,277
Closed -$384K – 30
2019
Q2 		$384K Sell
14,277
-42,247
-75% -$1.17M 0.78% 24
2019
Q1 		$1.59M Buy
+56,524
New +$1.56M 2.48% 16

Other funds holding IVAL

Empirical Finance
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.72% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $228M AUM 36.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Almanack Investment Partners
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fortis Advisors
Fortis Advisors Wayne, Pennsylvania $214M AUM 41.3% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
SRH Advisors
SRH Advisors Salina, Kansas $389M AUM 13.77% 1-Year Est. Return

Spectrum Wealth Advisory Group's IVAL Position: Q3 2019 in Review

Spectrum Wealth Advisory Group sold out of Alpha Architect International Quantitative Value ETF (IVAL) in Q3 2019, closing a stake of 14,277 shares — an estimated $384K sold.

Spectrum Wealth Advisory Group first reported a position in IVAL in Q1 2019 and held it in 2 quarters. The position peaked at $1.59M in Q1 2019. 11 funds tracked by Wall St. Rank hold IVAL as of Q3 2019.

  • Spectrum Wealth Advisory Group reported no remaining Alpha Architect International Quantitative Value ETF position as of Q3 2019 after selling out during the quarter.
  • Spectrum Wealth Advisory Group sold 14,277 Alpha Architect International Quantitative Value ETF shares in Q3 2019, an estimated $384K.
  • Spectrum Wealth Advisory Group first reported a position in Alpha Architect International Quantitative Value ETF in Q1 2019 and held it in 2 quarters.
  • Spectrum Wealth Advisory Group's Alpha Architect International Quantitative Value ETF position peaked at $1.59M in Q1 2019.
  • 11 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q3 2019.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2019, filed 8 Nov 2019.