BWA
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Burt Wealth Advisors’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Burt Wealth Advisors’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
2017
Q1 		– Sell
-95
Closed -$6K – 379
2016
Q4 		$6K Buy
+95
New +$5.55K 0.01% 310
2016
Q2 		– Sell
-55
Closed -$3K – 531
2016
Q1 		$3K Buy
+55
New +$2.5K ﹤0.01% 431

Other funds holding RFV

SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
BOS
Bank of Stockton Stockton, California $323M AUM 22.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

Burt Wealth Advisors's RFV Position: Q1 2017 in Review

Burt Wealth Advisors sold out of Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q1 2017, closing a stake of 95 shares — an estimated $6K sold.

Burt Wealth Advisors first reported a position in RFV in Q1 2016 and held it in 2 quarters. The position peaked at $6K in Q4 2016. 35 funds tracked by Wall St. Rank hold RFV as of Q1 2017.

  • Burt Wealth Advisors reported no remaining Invesco S&P MidCap 400 Pure Value ETF position as of Q1 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 95 Invesco S&P MidCap 400 Pure Value ETF shares in Q1 2017, an estimated $6K.
  • Burt Wealth Advisors first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q1 2016 and held it in 2 quarters.
  • Burt Wealth Advisors's Invesco S&P MidCap 400 Pure Value ETF position peaked at $6K in Q4 2016.
  • 35 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q1 2017.

Based on Burt Wealth Advisors's 13F filing for Q1 2017, filed 28 Apr 2017.