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Capital Investment Advisory Services’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Capital Investment Advisory Services’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
Q3 		– Sell
-20
Closed -$1K – 653
2020
Q2 		$1K Buy
+20
New +$938 ﹤0.01% 565

Other funds holding RFV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Investment Advisory Services's RFV Position: Q3 2020 in Review

Capital Investment Advisory Services sold out of Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q3 2020, closing a stake of 20 shares — an estimated $1K sold.

Capital Investment Advisory Services first reported a position in RFV in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 22 funds tracked by Wall St. Rank hold RFV as of Q3 2020.

  • Capital Investment Advisory Services reported no remaining Invesco S&P MidCap 400 Pure Value ETF position as of Q3 2020 after selling out during the quarter.
  • Capital Investment Advisory Services sold 20 Invesco S&P MidCap 400 Pure Value ETF shares in Q3 2020, an estimated $1K.
  • Capital Investment Advisory Services first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q2 2020 and held it in 1 quarter.
  • Capital Investment Advisory Services's Invesco S&P MidCap 400 Pure Value ETF position peaked at $1K in Q2 2020.
  • 22 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q3 2020.

Based on Capital Investment Advisory Services's 13F filing for Q3 2020, filed 19 Oct 2020.