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Rfv guggenheim s&p midcap 400 pure val etf shares owned by AllSquare Wealth Management

Quarter-by-quarter ownership of Rfv guggenheim s&p midcap 400 pure val etf (RFV) shares owned by AllSquare Wealth Management from 13F filings

Historical chart of AllSquare Wealth Management investment in Rfv guggenheim s&p midcap 400 pure val etf

Tip: Access up to 7 years of quarterly data

All positions including Rfv guggenheim s&p midcap 400 pure val etf held by AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rfv guggenheim s&p midcap 400 pure val etf by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $40k 345 116.43
2023-09-30 $34k 345 98.51
2023-06-30 $32k 345 92.98
2023-03-31 $33k 345 94.28
2022-12-31 $31k 345 90.73
2022-09-30 $28k 345 81.16
2022-06-30 $29k 345 84.06
2022-03-31 $33k 345 95.65
2021-12-31 $33k 345 95.65
2021-09-30 $31k 345 89.86
2021-06-30 $32k 345 92.75
2021-03-31 $31k 345 89.86
2020-12-31 $25k 345 72.46
2020-09-30 $19k 345 55.07
2020-06-30 $17k 345 49.28
2020-03-31 $13k 345 37.68
2019-12-31 $24k 345 69.57
2019-09-30 $22k 345 63.77
2019-06-30 $47k 695 67.63
2019-03-31 $46k 695 66.19
2018-12-31 $39k 695 56.12
2018-09-30 $50k 695 71.94
2018-06-30 $49k 695 70.50

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total International Bond Etf Etf (BNDX)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Apple Stock (AAPL)
Squarespace Inc Class A Stock (SQSP)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare Wealth Management

Top funds holding Rfv guggenheim s&p midcap 400 pure val etf

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Raymond James & Associates
Systelligence
Raymond James Financial Services Advisors
Commonwealth Equity Services
Stratos Wealth Advisors
Wells Fargo & Company
Redhawk Wealth Advisors
Cambridge Investment Research Advisors
Focus Financial Network
Stifel Financial
Advisor Group Holdings
Private Advisor

View all funds holding Rfv guggenheim s&p midcap 400 pure val etf