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Householder Group Estate & Retirement Specialist’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q1 		$405K Buy
+4,301
New +$426K 0.16% 126

Other funds holding RFV

PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's RFV Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q1 2023: 4,301 shares worth $405K. The stake represents 0.16% of the portfolio and ranks #126 among its holdings.

62 funds tracked by Wall St. Rank hold RFV as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 4,301 shares of Invesco S&P MidCap 400 Pure Value ETF worth $405K as of Q1 2023.
  • Invesco S&P MidCap 400 Pure Value ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • Invesco S&P MidCap 400 Pure Value ETF made up 0.16% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #126 holding.
  • 62 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.