Armbruster Capital Management, Inc. Q2 2023 vs. Q3 2023 13F Holdings Comparison

Investing in the stock market requires constant monitoring and analysis of changes in holdings. One way to gain insight into these changes is by examining the 13F filings, which detail the holdings of institutional investors. Armbruster Capital Management, Inc. is one such institution that recently released its 13F filings for the second and third quarters of 2023. In this article, we will compare the holdings of Armbruster Capital Management, Inc. between Q2 2023 and Q3 2023, highlighting the significant changes and their potential implications.

Vanguard Wellington Fund (VFVA) saw a slight increase in holdings, with Armbruster Capital Management, Inc. acquiring 4,067 additional shares in Q3 2023 compared to Q2 2023. This resulted in a 1.4% increase in value, amounting to $42,296,000.

Invesco Exchange Traded Fund (RPV) experienced a decrease in holdings, with Armbruster Capital Management, Inc. selling off 5,816 shares between Q2 2023 and Q3 2023. This represents a decline of 3.8% in value, totaling $31,417,000.

iShares Trust (MTUM) saw a minimal decrease in holdings, with Armbruster Capital Management, Inc. selling off 1,572 shares. This resulted in a slight 0.6% reduction in value, amounting to $30,305,000.

Invesco Exchange Traded Fund Two (SPLV) experienced a decrease in holdings, with Armbruster Capital Management, Inc. liquidating 8,514 shares between Q2 2023 and Q3 2023. This represents a decline of 4.5% in value, totaling $25,708,000.

iShares Trust (QUAL) saw a marginal decrease in holdings, with Armbruster Capital Management, Inc. selling off 1,440 shares. This resulted in a slight 0.8% reduction in value, amounting to $21,387,000.

Vanguard Wellington Fund (VFQY) saw a slight decrease in holdings, with Armbruster Capital Management, Inc. selling off 1,956 shares between Q2 2023 and Q3 2023. This represents a decline of 0.5% in value, totaling $20,408,000.

iShares Trust (IVLU) experienced a minor increase in holdings, with Armbruster Capital Management, Inc. acquiring an additional 5,655 shares. This resulted in a 0.5% increase in value, amounting to $17,706,000.

iShares Trust (IQLT) saw a decrease in holdings, with Armbruster Capital Management, Inc. selling off 9,048 shares between Q2 2023 and Q3 2023. This represents a decline of 3.6% in value, totaling $14,614,000.

iShares Trust (IMTM) experienced a decrease in holdings, with Armbruster Capital Management, Inc. liquidating 11,811 shares between Q2 2023 and Q3 2023. This represents a decline of 2.6% in value, totaling $13,892,000.

iShares Trust (EFAV) saw a slight decrease in holdings, with Armbruster Capital Management, Inc. selling off 4,619 shares between Q2 2023 and Q3 2023. This represents a decline of 1.1% in value, totaling $12,807,000.

The American Century ETF Trust (AVES) experienced an increase in holdings, with Armbruster Capital Management, Inc. acquiring an additional 16,965 shares during this period. This represents a 6.4% increase in value, totaling $11,443,000.

These are just a few examples of the significant holdings changes made by Armbruster Capital Management, Inc. during the second and third quarters of 2023. It's important to note that these changes are subject to various factors, including market conditions, investment strategies, and the specific goals of the fund. Investors should carefully analyze these holdings changes to gain insights into Armbruster Capital Management, Inc.'s investment decisions and consider how they align with their own investment strategies.

While the information provided in this article offers valuable insight, it's important to conduct further research and seek professional advice before making any investment decisions. The stock market can be unpredictable, and individual circumstances may vary. Stay informed, seek guidance, and make well-informed investment choices to maximize your potential for long-term success.