Waverly Advisors’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$403K	Buy	3,330 +38	+1%	+$4.59K	﹤0.01%	870
2025 Q1	$376K	Buy	3,292 +135	+4%	+$15.4K	﹤0.01%	855
2024 Q4	$383K	Buy	+3,157	New	+$383K	0.01%	747