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Coppell Advisory Solutions Corp’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-48
Closed -$4.36K – 870
2022
Q4 		$4.36K Buy
+48
New +$4.36K ﹤0.01% 741

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LPL Financial
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Royal Bank of Canada
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Wells Fargo
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SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Coppell Advisory Solutions Corp's RFV Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q1 2023, closing a stake of 48 shares — an estimated $4.36K sold.

Coppell Advisory Solutions Corp first reported a position in RFV in Q4 2022 and held it in 1 quarter. The position peaked at $4.36K in Q4 2022. 62 funds tracked by Wall St. Rank hold RFV as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Invesco S&P MidCap 400 Pure Value ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 48 Invesco S&P MidCap 400 Pure Value ETF shares in Q1 2023, an estimated $4.36K.
  • Coppell Advisory Solutions Corp first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Invesco S&P MidCap 400 Pure Value ETF position peaked at $4.36K in Q4 2022.
  • 62 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.