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Buckingham Strategic Wealth’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Buckingham Strategic Wealth’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
2020
Q4 		– Sell
-62,100
Closed -$3.38M – 571
2020
Q3 		$3.38M Buy
+62,100
New +$3.4M 0.26% 78

Other funds holding RFV

IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Buckingham Strategic Wealth's RFV Position: Q4 2020 in Review

Buckingham Strategic Wealth sold out of Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q4 2020, closing a stake of 62,100 shares — an estimated $3.38M sold.

Buckingham Strategic Wealth first reported a position in RFV in Q3 2020 and held it in 1 quarter. The position peaked at $3.38M in Q3 2020. 22 funds tracked by Wall St. Rank hold RFV as of Q4 2020.

  • Buckingham Strategic Wealth reported no remaining Invesco S&P MidCap 400 Pure Value ETF position as of Q4 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 62,100 Invesco S&P MidCap 400 Pure Value ETF shares in Q4 2020, an estimated $3.38M.
  • Buckingham Strategic Wealth first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q3 2020 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Invesco S&P MidCap 400 Pure Value ETF position peaked at $3.38M in Q3 2020.
  • 22 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q4 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.