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

Wealthcare Advisory Partners’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
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

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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.