Waverly Advisors, LLC
Position in RFV — Invesco S&P Midcap 400 Pure Value ETF
CIK 1568787
BIRMINGHAM, AL
All Filings in RFV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 RFV | $497,525 | 3,828 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 RFV | $487,301 | 3,813 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 RFV | $488,708 | 3,810 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 RFV | $402,530 | 3,330 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 RFV | $375,683 | 3,292 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 RFV | $382,912 | 3,157 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||