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Cetera Advisor Networks’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$299K Buy
+2,509
New +$283K ﹤0.01% 2294
2020
Q3 		– Sell
-359
Closed -$18K – 2632
2020
Q2 		$18K Buy
+359
New +$16.8K ﹤0.01% 2459

Other funds holding RFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Cetera Advisor Networks's RFV Position: Q1 2024 in Review

Cetera Advisor Networks opened a new position in Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q1 2024: 2,509 shares worth $299K. The stake represents ﹤0.01% of the portfolio and ranks #2294 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in RFV as recently as Q2 2020.

Cetera Advisor Networks first reported a position in RFV in Q2 2020 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold RFV as of Q1 2024.

  • Cetera Advisor Networks held 2,509 shares of Invesco S&P MidCap 400 Pure Value ETF worth $299K as of Q1 2024.
  • Invesco S&P MidCap 400 Pure Value ETF was a new Cetera Advisor Networks position in Q1 2024.
  • Invesco S&P MidCap 400 Pure Value ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2294 holding.
  • Cetera Advisor Networks first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q2 2020 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.