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Heck Capital Advisors’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Heck Capital Advisors’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
2025
Q1 		– Sell
-1,490
Closed -$181K – 668
2024
Q4 		$181K Buy
+1,490
New +$183K 0.01% 263

Other funds holding RFV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Heck Capital Advisors's RFV Position: Q1 2025 in Review

Heck Capital Advisors sold out of Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q1 2025, closing a stake of 1,490 shares — an estimated $181K sold.

Heck Capital Advisors first reported a position in RFV in Q4 2024 and held it in 1 quarter. The position peaked at $181K in Q4 2024. 81 funds tracked by Wall St. Rank hold RFV as of Q1 2025.

  • Heck Capital Advisors reported no remaining Invesco S&P MidCap 400 Pure Value ETF position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 1,490 Invesco S&P MidCap 400 Pure Value ETF shares in Q1 2025, an estimated $181K.
  • Heck Capital Advisors first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Invesco S&P MidCap 400 Pure Value ETF position peaked at $181K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.