FFS
RFV icon

Founders Financial Securities’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Founders Financial Securities’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
2021
Q2 		– Sell
-8,541
Closed -$771K – 311
2021
Q1 		$771K Buy
+8,541
New +$712K 0.18% 118

Other funds holding RFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Founders Financial Securities's RFV Position: Q2 2021 in Review

Founders Financial Securities sold out of Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q2 2021, closing a stake of 8,541 shares — an estimated $771K sold.

Founders Financial Securities first reported a position in RFV in Q1 2021 and held it in 1 quarter. The position peaked at $771K in Q1 2021. 51 funds tracked by Wall St. Rank hold RFV as of Q2 2021.

  • Founders Financial Securities reported no remaining Invesco S&P MidCap 400 Pure Value ETF position as of Q2 2021 after selling out during the quarter.
  • Founders Financial Securities sold 8,541 Invesco S&P MidCap 400 Pure Value ETF shares in Q2 2021, an estimated $771K.
  • Founders Financial Securities first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q1 2021 and held it in 1 quarter.
  • Founders Financial Securities's Invesco S&P MidCap 400 Pure Value ETF position peaked at $771K in Q1 2021.
  • 51 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2021.

Based on Founders Financial Securities's 13F filing for Q2 2021, filed 16 Aug 2021.