Ogorek Anthony Joseph’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Ogorek Anthony Joseph’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	-40	Closed	-$1K	–	206
2020 Q1	$1K	Hold	40	–	–	﹤0.01%	200
2019 Q4	$2K	Hold	40	–	–	﹤0.01%	196
2019 Q3	$2K	Hold	40	–	–	﹤0.01%	154
2019 Q2	$2K	Hold	40	–	–	﹤0.01%	148
2019 Q1	$2K	Hold	40	–	–	﹤0.01%	147
2018 Q4	$2K	Hold	40	–	–	﹤0.01%	147
2018 Q3	$2K	Hold	40	–	–	﹤0.01%	147
2018 Q2	$2K	Hold	40	–	–	﹤0.01%	121
2018 Q1	$2K	Hold	40	–	–	﹤0.01%	121
2017 Q4	$2K	Hold	40	–	–	﹤0.01%	114
2017 Q3	$2K	Hold	40	–	–	﹤0.01%	60
2017 Q2	$2K	Hold	40	–	–	﹤0.01%	55
2017 Q1	$2K	Hold	40	–	–	﹤0.01%	54
2016 Q4	$2K	Hold	40	–	–	﹤0.01%	62
2016 Q3	$2K	Hold	40	–	–	﹤0.01%	62
2016 Q2	$2K	Hold	40	–	–	﹤0.01%	67
2016 Q1	$2K	Hold	40	–	–	﹤0.01%	60
2015 Q4	$2K	Buy	+40	New	+$2.01K	﹤0.01%	65

Other funds holding RFV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ogorek Anthony Joseph's RFV Position: Q2 2020 in Review

Ogorek Anthony Joseph sold out of Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q2 2020, closing a stake of 40 shares — an estimated $1K sold.

Ogorek Anthony Joseph first reported a position in RFV in Q4 2015 and held it in 18 quarters. The position peaked at $2K in Q4 2019. 26 funds tracked by Wall St. Rank hold RFV as of Q2 2020.

Ogorek Anthony Joseph reported no remaining Invesco S&P MidCap 400 Pure Value ETF position as of Q2 2020 after selling out during the quarter.
Ogorek Anthony Joseph sold 40 Invesco S&P MidCap 400 Pure Value ETF shares in Q2 2020, an estimated $1K.
Ogorek Anthony Joseph first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q4 2015 and held it in 18 quarters.
Ogorek Anthony Joseph's Invesco S&P MidCap 400 Pure Value ETF position peaked at $2K in Q4 2019.
26 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2020.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2020, filed 7 Aug 2020.