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Rzv guggenheim s&p smallcap 600 pureval etf shares owned by Theory Financial

Quarter-by-quarter ownership of Rzv guggenheim s&p smallcap 600 pureval etf (RZV) shares owned by Theory Financial from 13F filings

Historical chart of Theory Financial investment in Rzv guggenheim s&p smallcap 600 pureval etf

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All positions including Rzv guggenheim s&p smallcap 600 pureval etf held by Theory Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rzv guggenheim s&p smallcap 600 pureval etf by Theory Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 40k 107.28
2023-09-30 $3.6M 39k 91.09
2023-06-30 $3.9M 41k 93.53
2023-03-31 $3.4M 38k 90.68
2022-12-31 $3.4M 39k 88.38
2022-06-30 $3.0M 37k 83.19
2022-03-31 $3.5M 37k 96.74
2021-12-31 $3.5M 37k 96.22

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Ishares Semicdtr (SOXX)
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard World Fds Inf Tech Etf (VGT)
Vanguard World Fds Financials Etf (VFH)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Wisdomtree Tr Us Midcap Fund (EZM)
Vanguard Index Fds Value Etf (VTV)

View all positions for Theory Financial

Top funds holding Rzv guggenheim s&p smallcap 600 pureval etf

Armbruster Capital Management
AllSquare Wealth Management
UBS Group
Wells Fargo & Company
Wealthcare Advisory Partners
Bank of America Corporation
Theory Financial
IMC-Chicago
Wealth Enhancement Advisory Services
Advisor Group Holdings
Merit Financial Group
NTV Asset Management
Stifel Financial
Captrust Financial Advisors
Twelve Points Wealth Management

View all funds holding Rzv guggenheim s&p smallcap 600 pureval etf