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Liberty Wealth Management’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Liberty Wealth Management’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
2020
Q2 		– Sell
-107
Closed -$4K – 960
2020
Q1 		$4K Buy
+107
New +$6.19K ﹤0.01% 636
2019
Q3 		– Sell
-106
Closed -$7K – 952
2019
Q2 		$7K Buy
+106
New +$7.04K 0.01% 600

Other funds holding RFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Liberty Wealth Management's RFV Position: Q2 2020 in Review

Liberty Wealth Management sold out of Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q2 2020, closing a stake of 107 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in RFV in Q2 2019 and held it in 2 quarters. The position peaked at $7K in Q2 2019. 26 funds tracked by Wall St. Rank hold RFV as of Q2 2020.

  • Liberty Wealth Management reported no remaining Invesco S&P MidCap 400 Pure Value ETF position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 107 Invesco S&P MidCap 400 Pure Value ETF shares in Q2 2020, an estimated $4K.
  • Liberty Wealth Management first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q2 2019 and held it in 2 quarters.
  • Liberty Wealth Management's Invesco S&P MidCap 400 Pure Value ETF position peaked at $7K in Q2 2019.
  • 26 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.