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Royce Value Plus Fd Invest Cl shares owned by Financial Gravity Wealth

Quarter-by-quarter ownership of Royce Value Plus Fd Invest Cl (RYVPX) shares owned by Financial Gravity Wealth from 13F filings

Historical chart of Financial Gravity Wealth investment in Royce Value Plus Fd Invest Cl

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All positions including Royce Value Plus Fd Invest Cl held by Financial Gravity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Royce Value Plus Fd Invest Cl by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $19k 2.6k 7.40
2025-03-31 $16k 2.2k 7.05

More positions owned by Financial Gravity Wealth

Ishares Core International Aggregate Bond Etf Uit Exchange Traded (IAGG)
Xtrackers Usd High Yieldcorporate Bond Etf Uit Exchange Traded (HYLB)
Ishares 0-5 Year High Yield Corporate Bond Etf Uit Exchange Traded (SHYG)
State Street Spdr Portfolio S&p 600 Small Cap Etf Uit Exchange Traded (SPSM)
Wisdomtree U.s. Largecapfund Uit Exchange Traded (EPS)
Ishares 0-5 Year Tips Bond Etf Uit Exchange Traded (STIP)
Xtrackers Low Beta High Yield Bond Etf Uit Exchange Traded (HYDW)
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Uit Exchange Traded (SPIB)
State Street Spdr Portfolio S&p 400 Mid Cap Etf Uit Exchange Traded (SPMD)
State Street Spdr Portfolio S&p 500 Growthetf Uit Exchange Traded (SPYG)
Vanguard Emerging Markets Government Bond Index Fund Etf Shares Uit Exchange Traded (VWOB)
State Street Spdr Portfolio Emerging Markets Etf Uit Exchange Traded (SPEM)
State Street Spdr Portfolio S&p 500 High Dividend Etf Uit Exchange Traded (SPYD)
State Street Spdr Portfolio Corporate Bondetf Uit Exchange Traded (SPBO)
State Street Spdr Portfolio S&p 500 Value Etf Uit Exchange Traded (SPYV)

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Top funds holding Royce Value Plus Fd Invest Cl

Financial Gravity Wealth

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