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Wealthcare Advisory Partners’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-80
Closed -$7K – 1569
2021
Q1 		$7K Buy
+80
New +$6.67K ﹤0.01% 1565

Other funds holding RFV

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wealthcare Advisory Partners's RFV Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q2 2021, closing a stake of 80 shares — an estimated $7K sold.

Wealthcare Advisory Partners first reported a position in RFV in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 51 funds tracked by Wall St. Rank hold RFV as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Invesco S&P MidCap 400 Pure Value ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 80 Invesco S&P MidCap 400 Pure Value ETF shares in Q2 2021, an estimated $7K.
  • Wealthcare Advisory Partners first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Invesco S&P MidCap 400 Pure Value ETF position peaked at $7K in Q1 2021.
  • 51 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.