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Vanguard Capital Wealth Advisors’s Invesco S&P SmallCap 600 Pure Value ETF RZV Stock Holding History

Vanguard Capital Wealth Advisors’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
2020
Q2 		$377K Buy
+8,020
New +$339K 0.44% 61

Other funds holding RZV

IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
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
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Wealth Advisors's RZV Position: Q2 2020 in Review

Vanguard Capital Wealth Advisors opened a new position in Invesco S&P SmallCap 600 Pure Value ETF (RZV) in Q2 2020: 8,020 shares worth $377K. The stake represents 0.44% of the portfolio and ranks #61 among its holdings.

31 funds tracked by Wall St. Rank hold RZV as of Q2 2020.

  • Vanguard Capital Wealth Advisors held 8,020 shares of Invesco S&P SmallCap 600 Pure Value ETF worth $377K as of Q2 2020.
  • Invesco S&P SmallCap 600 Pure Value ETF was a new Vanguard Capital Wealth Advisors position in Q2 2020.
  • Invesco S&P SmallCap 600 Pure Value ETF made up 0.44% of Vanguard Capital Wealth Advisors's portfolio in Q2 2020, its #61 holding.
  • 31 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Value ETF as of Q2 2020.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.