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

Keener Financial Planning’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
2024
Q4 		– Sell
-66
Closed -$7K – 188
2024
Q3 		$7K Buy
+66
New +$7.55K ﹤0.01% 151

Other funds holding RFV

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Keener Financial Planning's RFV Position: Q4 2024 in Review

Keener Financial Planning sold out of Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q4 2024, closing a stake of 66 shares — an estimated $7K sold.

Keener Financial Planning first reported a position in RFV in Q3 2024 and held it in 1 quarter. The position peaked at $7K in Q3 2024. 86 funds tracked by Wall St. Rank hold RFV as of Q4 2024.

  • Keener Financial Planning reported no remaining Invesco S&P MidCap 400 Pure Value ETF position as of Q4 2024 after selling out during the quarter.
  • Keener Financial Planning sold 66 Invesco S&P MidCap 400 Pure Value ETF shares in Q4 2024, an estimated $7K.
  • Keener Financial Planning first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q3 2024 and held it in 1 quarter.
  • Keener Financial Planning's Invesco S&P MidCap 400 Pure Value ETF position peaked at $7K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q4 2024.

Based on Keener Financial Planning's 13F filing for Q4 2024, filed 29 Jan 2025.