FAM
RWVG

Formidable Asset Management’s Direxion Russell 1000 Value Over Growth ETF RWVG Stock Holding History

Formidable Asset Management’s Portfolio RWVG Stock Details RWVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-5,000
Closed -$210K – 301
2020
Q3 		$210K Hold
5,000
– – 0.06% 224
2020
Q2 		$211K Buy
+5,000
New +$207K 0.06% 235

Other funds holding RWVG

IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UMA
USA Mutuals Advisors Dallas, Texas $55M AUM 7.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWM
Liberty Wealth Management Oakland, California $800M AUM 20.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Formidable Asset Management's RWVG Position: Q4 2020 in Review

Formidable Asset Management sold out of Direxion Russell 1000 Value Over Growth ETF (RWVG) in Q4 2020, closing a stake of 5,000 shares — an estimated $210K sold.

Formidable Asset Management first reported a position in RWVG in Q2 2020 and held it in 2 quarters. The position peaked at $211K in Q2 2020. 11 funds tracked by Wall St. Rank hold RWVG as of Q4 2020.

  • Formidable Asset Management reported no remaining Direxion Russell 1000 Value Over Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Formidable Asset Management sold 5,000 Direxion Russell 1000 Value Over Growth ETF shares in Q4 2020, an estimated $210K.
  • Formidable Asset Management first reported a position in Direxion Russell 1000 Value Over Growth ETF in Q2 2020 and held it in 2 quarters.
  • Formidable Asset Management's Direxion Russell 1000 Value Over Growth ETF position peaked at $211K in Q2 2020.
  • 11 funds tracked by Wall St. Rank held Direxion Russell 1000 Value Over Growth ETF as of Q4 2020.

Based on Formidable Asset Management's 13F filing for Q4 2020, filed 29 Jan 2021.