Action Point Financial Planning’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Action Point Financial Planning’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
2026 Q2	$7.62K	Buy	+53	New	+$7.38K	﹤0.01%	1598

Other funds holding RFV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Action Point Financial Planning's RFV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q2 2026: 53 shares worth $7.62K. The stake represents ﹤0.01% of the portfolio and ranks #1598 among its holdings.

94 funds tracked by Wall St. Rank hold RFV as of Q2 2026.

Action Point Financial Planning held 53 shares of Invesco S&P MidCap 400 Pure Value ETF worth $7.62K as of Q2 2026.
Invesco S&P MidCap 400 Pure Value ETF was a new Action Point Financial Planning position in Q2 2026.
Invesco S&P MidCap 400 Pure Value ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1598 holding.
94 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.