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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

EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
SA
SRH Advisors Salina, Kansas $392M AUM 18.62% 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.