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Royce Value Trust shares owned by GPS Wealth Strategies Group

Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by GPS Wealth Strategies Group from 13F filings

Historical chart of GPS Wealth Strategies Group investment in Royce Value Trust

Tip: Access up to 7 years of quarterly data

All positions including Royce Value Trust held by GPS Wealth Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Royce Value Trust by GPS Wealth Strategies Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.7k 307 15.17
2023-12-31 $4.4k 302 14.56
2023-09-30 $3.8k 296 12.87
2023-06-30 $4.0k 291 13.80

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Nvidia Corp Common Stock (NVDA)
Invesco S&p MF Closed and MF Open (XLG)
Vanguard Information MF Closed and MF Open (VGT)
Invesco Qqq MF Closed and MF Open (QQQ)
Wisdomtree Trust MF Closed and MF Open (DGRW)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYV)
Palo Alto Common Stock (PANW)
SPDR S&P MF Closed and MF Open (SPY)
Ishares Msci MF Closed and MF Open (USMV)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Berkshire Hathaway Common Stock (BRK.B)
Costco Wholesale Common Stock (COST)

View all positions for GPS Wealth Strategies Group

Top funds holding Royce Value Trust

Bank of America Corporation
Raymond James & Associates
Raymond James Financial Services Advisors
Wells Fargo & Company
Royal Bank of Canada
Cornerstone Advisors
UBS Group
Stifel Financial
Advisors Asset Management
CNH Partners
Janney Montgomery Scott
Guggenheim Capital, LLC Managers
Blue Bell Private Wealth Management
Allspring Global Investments Holdings
Captrust Financial Advisors

View all funds holding Royce Value Trust