Bedel Financial Consulting’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Bedel Financial Consulting’s Portfolio RFV Stock Details RFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-22	Closed	-$2K	–	729
2022 Q1	$2K	Hold	22	–	–	﹤0.01%	895
2021 Q4	$2K	Hold	22	–	–	﹤0.01%	903
2021 Q3	$2K	Hold	22	–	–	﹤0.01%	897
2021 Q2	$2K	Hold	22	–	–	﹤0.01%	895
2021 Q1	$2K	Hold	22	–	–	﹤0.01%	861
2020 Q4	$2K	Hold	22	–	–	﹤0.01%	762
2020 Q3	$1K	Hold	22	–	–	﹤0.01%	787
2020 Q2	$1K	Hold	22	–	–	﹤0.01%	752
2020 Q1	$1K	Hold	22	–	–	﹤0.01%	762
2019 Q4	$2K	Hold	22	–	–	﹤0.01%	693
2019 Q3	$1K	Hold	22	–	–	﹤0.01%	726
2019 Q2	$1K	Hold	22	–	–	﹤0.01%	697
2019 Q1	$1K	Hold	22	–	–	﹤0.01%	685
2018 Q4	$1K	Hold	22	–	–	﹤0.01%	658
2018 Q3	$1K	Hold	22	–	–	﹤0.01%	655
2018 Q2	$2K	Hold	22	–	–	﹤0.01%	625
2018 Q1	$1K	Buy	+22	New	+$1.52K	﹤0.01%	652

Other funds holding RFV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bedel Financial Consulting's RFV Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q2 2022, closing a stake of 22 shares — an estimated $2K sold.

Bedel Financial Consulting first reported a position in RFV in Q1 2018 and held it in 17 quarters. The position peaked at $2K in Q1 2022. 47 funds tracked by Wall St. Rank hold RFV as of Q2 2022.

Bedel Financial Consulting reported no remaining Invesco S&P MidCap 400 Pure Value ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 22 Invesco S&P MidCap 400 Pure Value ETF shares in Q2 2022, an estimated $2K.
Bedel Financial Consulting first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Invesco S&P MidCap 400 Pure Value ETF position peaked at $2K in Q1 2022.
47 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.