Wipfli Financial Advisors’s Invesco S&P SmallCap 600 Pure Value ETF RZV Stock Holding History

Wipfli Financial 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
2022 Q3	$172K	Buy	+2,251	New	+$194K	0.01%	495

Other funds holding RZV

SAI

Systematic Alpha Investments Princeton, New Jersey $2.84B AUM 27.03% 1-Year Est. Return

MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wipfli Financial Advisors's RZV Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Invesco S&P SmallCap 600 Pure Value ETF (RZV) in Q3 2022: 2,251 shares worth $172K. The stake represents 0.01% of the portfolio and ranks #495 among its holdings.

55 funds tracked by Wall St. Rank hold RZV as of Q3 2022.

Wipfli Financial Advisors held 2,251 shares of Invesco S&P SmallCap 600 Pure Value ETF worth $172K as of Q3 2022.
Invesco S&P SmallCap 600 Pure Value ETF was a new Wipfli Financial Advisors position in Q3 2022.
Invesco S&P SmallCap 600 Pure Value ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #495 holding.
55 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Value ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.