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

Coppell Advisory Solutions’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
Q4 		– Sell
-48
Closed -$4.36K – 1846
2023
Q3 		$4.36K Buy
+48
New +$4.97K ﹤0.01% 738
2023
Q1 		– Sell
-48
Closed -$4.36K – 870
2022
Q4 		$4.36K Buy
+48
New +$4.36K ﹤0.01% 741

Other funds holding RFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $171M AUM 24.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 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
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coppell Advisory Solutions's RFV Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q4 2023, closing a stake of 48 shares — an estimated $4.36K sold.

Coppell Advisory Solutions first reported a position in RFV in Q4 2022 and held it in 2 quarters. The position peaked at $4.36K in Q3 2023. 73 funds tracked by Wall St. Rank hold RFV as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Invesco S&P MidCap 400 Pure Value ETF position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 48 Invesco S&P MidCap 400 Pure Value ETF shares in Q4 2023, an estimated $4.36K.
  • Coppell Advisory Solutions first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q4 2022 and held it in 2 quarters.
  • Coppell Advisory Solutions's Invesco S&P MidCap 400 Pure Value ETF position peaked at $4.36K in Q3 2023.
  • 73 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.