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Financial Advocates Investment Management’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Financial Advocates Investment Management’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
2018
Q1 		– Sell
-2,397
Closed -$148K – 527
2017
Q4 		$148K Buy
+2,397
New +$160K 0.02% 466

Other funds holding RFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BOS
Bank of Stockton Stockton, California $356M AUM 42.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 $44.6B AUM 28.94% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Financial Advocates Investment Management's RFV Position: Q1 2018 in Review

Financial Advocates Investment Management sold out of Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q1 2018, closing a stake of 2,397 shares — an estimated $148K sold.

Financial Advocates Investment Management first reported a position in RFV in Q4 2017 and held it in 1 quarter. The position peaked at $148K in Q4 2017. 29 funds tracked by Wall St. Rank hold RFV as of Q1 2018.

  • Financial Advocates Investment Management reported no remaining Invesco S&P MidCap 400 Pure Value ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,397 Invesco S&P MidCap 400 Pure Value ETF shares in Q1 2018, an estimated $148K.
  • Financial Advocates Investment Management first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q4 2017 and held it in 1 quarter.
  • Financial Advocates Investment Management's Invesco S&P MidCap 400 Pure Value ETF position peaked at $148K in Q4 2017.
  • 29 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q1 2018.

Based on Financial Advocates Investment Management's 13F filing for Q1 2018, filed 11 May 2018.