AFS
RFV icon

Axiom Financial Strategies’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Axiom Financial Strategies’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
Q1 		$1.74M Buy
13,375
+7,517
+128% +$1M 0.61% 13
2025
Q4 		$749K Buy
5,858
+142
+2% +$18.2K 0.32% 29
2025
Q3 		$733K Buy
+5,716
New +$727K 0.32% 29

Other funds holding RFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Axiom Financial Strategies's RFV Position: Q1 2026 in Review

Axiom Financial Strategies increased its Invesco S&P MidCap 400 Pure Value ETF (RFV) stake by 128% in Q1 2026, buying an estimated $1M and bringing the position to 13,375 shares worth $1.74M. The position accounts for 0.61% of the portfolio, ranked #13.

Axiom Financial Strategies first reported a position in RFV in Q3 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold RFV as of Q1 2026.

  • Axiom Financial Strategies held 13,375 shares of Invesco S&P MidCap 400 Pure Value ETF worth $1.74M as of Q1 2026.
  • Axiom Financial Strategies bought 7,517 Invesco S&P MidCap 400 Pure Value ETF shares in Q1 2026, an estimated $1M.
  • Invesco S&P MidCap 400 Pure Value ETF made up 0.61% of Axiom Financial Strategies's portfolio in Q1 2026, its #13 holding.
  • Axiom Financial Strategies first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.