LFG
RFV icon

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

Larson Financial Group’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
2022
Q2 		– Sell
-1,811
Closed -$174K – 1280
2022
Q1 		$174K Buy
+1,811
New +$173K 0.03% 212

Other funds holding RFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Larson Financial Group's RFV Position: Q2 2022 in Review

Larson Financial Group sold out of Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q2 2022, closing a stake of 1,811 shares — an estimated $174K sold.

Larson Financial Group first reported a position in RFV in Q1 2022 and held it in 1 quarter. The position peaked at $174K in Q1 2022. 47 funds tracked by Wall St. Rank hold RFV as of Q2 2022.

  • Larson Financial Group reported no remaining Invesco S&P MidCap 400 Pure Value ETF position as of Q2 2022 after selling out during the quarter.
  • Larson Financial Group sold 1,811 Invesco S&P MidCap 400 Pure Value ETF shares in Q2 2022, an estimated $174K.
  • Larson Financial Group first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q1 2022 and held it in 1 quarter.
  • Larson Financial Group's Invesco S&P MidCap 400 Pure Value ETF position peaked at $174K in Q1 2022.
  • 47 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2022.

Based on Larson Financial Group's 13F filing for Q2 2022, filed 4 Aug 2022.