Armbruster Capital Management, Inc. Buys 2, Sells 3 in 2nd Quarter

Author's Avatar
insider
Aug 01, 2022
Article's Main Image

Armbruster Capital Management, Inc. recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

1250 PITTSFORD VICTOR ROAD PITTSFORD, NY 14534

As of the latest 13F report, the guru’s equity portfolio contained 109 stocks valued at a total of $370.00Mil. The top holdings were VFVA(9.64%), RPV(8.76%), and MTUM(7.14%).

According to GuruFocus data, these were Armbruster Capital Management, Inc.’s top five trades of the quarter.

iShares Russell 3000 ETF


Armbruster Capital Management, Inc. reduced their investment in ARCA:IWV by 23,320 shares. The trade had a 1.48% impact on the equity portfolio. During the quarter, the stock traded for an average price of $258.18.

On 08/01/2022, iShares Russell 3000 ETF traded for a price of $236.8902 per share and a market cap of $10.88Bil. The stock has returned -7.42% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, iShares Russell 3000 ETF has a price-earnings ratio of 17.61 and a price-book ratio of 3.22.

Schwab Short-Term U.S. Treasury ETF


Armbruster Capital Management, Inc. reduced their investment in ARCA:SCHO by 124,096 shares. The trade had a 1.44% impact on the equity portfolio. During the quarter, the stock traded for an average price of $50.19.

On 08/01/2022, Schwab Short-Term U.S. Treasury ETF traded for a price of $49.295 per share and a market cap of $9.65Bil. The stock has returned -3.42% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

iShares New York Muni Bond ETF


Armbruster Capital Management, Inc. reduced their investment in ARCA:NYF by 80,104 shares. The trade had a 1.06% impact on the equity portfolio. During the quarter, the stock traded for an average price of $56.04.

On 08/01/2022, iShares New York Muni Bond ETF traded for a price of $53.73 per share and a market cap of $529.39Mil. The stock has returned -6.63% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

iShares MSCI Emerging Markets Multifactor ETF


During the quarter, Armbruster Capital Management, Inc. bought 71,105 shares of BATS:EMGF for a total holding of 366,722. The trade had a 0.83% impact on the equity portfolio. During the quarter, the stock traded for an average price of $49.94.

On 08/01/2022, iShares MSCI Emerging Markets Multifactor ETF traded for a price of $42.78 per share and a market cap of $839.76Mil. The stock has returned -15.36% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, iShares MSCI Emerging Markets Multifactor ETF has a price-earnings ratio of 7.64 and a price-book ratio of 1.09.

Invesco S&P 500 Low Volatility ETF


During the quarter, Armbruster Capital Management, Inc. bought 49,678 shares of ARCA:SPLV for a total holding of 413,786. The trade had a 0.8% impact on the equity portfolio. During the quarter, the stock traded for an average price of $64.79.

On 08/01/2022, Invesco S&P 500 Low Volatility ETF traded for a price of $64.31 per share and a market cap of $10.90Bil. The stock has returned 4.00% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Invesco S&P 500 Low Volatility ETF has a price-earnings ratio of 22.56 and a price-book ratio of 3.00.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

Want to provide feedback on this article? Have questions or concerns? Get in touch with us here, or email us at [email protected]!

This article is general in nature and does not represent the opinions of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendations. It was written without regard to your individual situation or financial goals. We aim to bring you fundamental, data-driven analysis, The information on this site is in no way guaranteed for completeness, accuracy or in any other way.

Rating:
0 / 5 (0 votes)
Author's Avatar
WRITTEN BY

Request A Demo

Learn more about GuruFocus' key features, including All-In-One Screener, backtesting, 30-year financial, stock summary page, guru trades, insider trades, excel Add-in, google sheets and much more.

GuruFocus Screeners

Related Articles