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

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

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

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

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

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

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

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