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

Arkadios Wealth Advisors’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	$605K	Buy	4,232 +325	+8%	+$45.3K	0.01%	1040
2026 Q1	$508K	Hold	3,907	–	–	0.01%	1099
2025 Q4	$499K	Buy	3,907 +191	+5%	+$24.4K	0.01%	1011
2025 Q3	$477K	Hold	3,716	–	–	0.01%	954
2025 Q2	$449K	Buy	3,716 +46	+1%	+$5.22K	0.01%	889
2025 Q1	$419K	Buy	3,670 +177	+5%	+$21.4K	0.02%	774
2024 Q4	$424K	Buy	3,493 +393	+13%	+$48.3K	0.02%	610
2024 Q3	$367K	Buy	3,100 +49	+2%	+$5.61K	0.02%	645
2024 Q2	$341K	Buy	+3,051	New	+$347K	0.02%	594

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

Arkadios Wealth Advisors's RFV Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Invesco S&P MidCap 400 Pure Value ETF (RFV) stake by 8.3% in Q2 2026, buying an estimated $45.3K and bringing the position to 4,232 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #1040.

Arkadios Wealth Advisors first reported a position in RFV in Q2 2024 and has held it in 9 quarters since. 95 funds tracked by Wall St. Rank hold RFV as of Q2 2026.

Arkadios Wealth Advisors held 4,232 shares of Invesco S&P MidCap 400 Pure Value ETF worth $605K as of Q2 2026.
Arkadios Wealth Advisors bought 325 Invesco S&P MidCap 400 Pure Value ETF shares in Q2 2026, an estimated $45.3K.
Invesco S&P MidCap 400 Pure Value ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1040 holding.
Arkadios Wealth Advisors first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q2 2024 and has held it in 9 quarters since.
95 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.