Wealthcare Advisory Partners’s Invesco S&P SmallCap 600 Pure Value ETF RZV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.8M Buy
52,341
+478
+0.9% +$65.6K 0.15% 131
2026
Q1
$6.45M Sell
51,863
-22,116
-30% -$2.83M 0.13% 149
2025
Q4
$8.8M Buy
73,979
+1,096
+2% +$130K 0.17% 119
2025
Q3
$8.6M Buy
72,883
+10,708
+17% +$1.21M 0.18% 115
2025
Q2
$6.51M Buy
62,175
+6,778
+12% +$653K 0.15% 126
2025
Q1
$5.48M Sell
55,397
-53
-0.1% -$5.66K 0.15% 125
2024
Q4
$6.18M Buy
55,450
+1,774
+3% +$199K 0.17% 112
2024
Q3
$5.87M Buy
53,676
+8,546
+19% +$901K 0.17% 115
2024
Q2
$4.48M Sell
45,130
-1,428
-3% -$146K 0.14% 127
2024
Q1
$5.01M Sell
46,558
-1,901
-4% -$196K 0.16% 107
2023
Q4
$5.2M Sell
48,459
-6,500
-12% -$607K 0.21% 87
2023
Q3
$5.01M Sell
54,959
-14,191
-21% -$1.35M 0.23% 80
2023
Q2
$6.47M Buy
69,150
+12,990
+23% +$1.15M 0.29% 70
2023
Q1
$5.09M Buy
56,160
+2,369
+4% +$227K 0.22% 83
2022
Q4
$4.75M Buy
53,791
+4,562
+9% +$402K 0.23% 84
2022
Q3
$3.76M Buy
49,229
+24,909
+102% +$2.15M 0.21% 88
2022
Q2
$2.02M Buy
+24,320
New +$2.22M 0.12% 115

Other funds holding RZV

Wealthcare Advisory Partners's RZV Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Invesco S&P SmallCap 600 Pure Value ETF (RZV) stake by 0.92% in Q2 2026, buying an estimated $65.6K and bringing the position to 52,341 shares worth $7.8M. The position accounts for 0.15% of the portfolio, ranked #131.

Wealthcare Advisory Partners first reported a position in RZV in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.8M in Q4 2025. 9 funds tracked by Wall St. Rank hold RZV as of Q2 2026.

  • Wealthcare Advisory Partners held 52,341 shares of Invesco S&P SmallCap 600 Pure Value ETF worth $7.8M as of Q2 2026.
  • Wealthcare Advisory Partners bought 478 Invesco S&P SmallCap 600 Pure Value ETF shares in Q2 2026, an estimated $65.6K.
  • Invesco S&P SmallCap 600 Pure Value ETF made up 0.15% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #131 holding.
  • Wealthcare Advisory Partners first reported a position in Invesco S&P SmallCap 600 Pure Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Wealthcare Advisory Partners's Invesco S&P SmallCap 600 Pure Value ETF position peaked at $8.8M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Value ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.