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Parkside Financial Bank & Trust’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Parkside Financial Bank & Trust’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
Q2 		– Sell
-42
Closed -$3.96K – 2085
2023
Q1 		$3.96K Buy
+42
New +$4.16K ﹤0.01% 1455

Other funds holding RFV

FIS
Fischer Investment Strategies Westlake Village, California $171M AUM 24.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

Parkside Financial Bank & Trust's RFV Position: Q2 2023 in Review

Parkside Financial Bank & Trust sold out of Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q2 2023, closing a stake of 42 shares — an estimated $3.96K sold.

Parkside Financial Bank & Trust first reported a position in RFV in Q1 2023 and held it in 1 quarter. The position peaked at $3.96K in Q1 2023. 52 funds tracked by Wall St. Rank hold RFV as of Q2 2023.

  • Parkside Financial Bank & Trust reported no remaining Invesco S&P MidCap 400 Pure Value ETF position as of Q2 2023 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 42 Invesco S&P MidCap 400 Pure Value ETF shares in Q2 2023, an estimated $3.96K.
  • Parkside Financial Bank & Trust first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q1 2023 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's Invesco S&P MidCap 400 Pure Value ETF position peaked at $3.96K in Q1 2023.
  • 52 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2023, filed 15 Aug 2023.