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 Q2	$1.68M	Sell	11,742 -1,633	-12%	-$227K	0.53%	14
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 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

Axiom Financial Strategies's RFV Position: Q2 2026 in Review

Axiom Financial Strategies reduced its Invesco S&P MidCap 400 Pure Value ETF (RFV) stake by 12% in Q2 2026, selling an estimated $227K and leaving 11,742 shares worth $1.68M. The position accounts for 0.53% of the portfolio, ranked #14.

Axiom Financial Strategies first reported a position in RFV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.74M in Q1 2026. 94 funds tracked by Wall St. Rank hold RFV as of Q2 2026.

Axiom Financial Strategies held 11,742 shares of Invesco S&P MidCap 400 Pure Value ETF worth $1.68M as of Q2 2026.
Axiom Financial Strategies sold 1,633 Invesco S&P MidCap 400 Pure Value ETF shares in Q2 2026, an estimated $227K.
Invesco S&P MidCap 400 Pure Value ETF made up 0.53% of Axiom Financial Strategies's portfolio in Q2 2026, its #14 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 4 quarters since.
Axiom Financial Strategies's Invesco S&P MidCap 400 Pure Value ETF position peaked at $1.74M in Q1 2026.
94 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2026.

Based on Axiom Financial Strategies's 13F filing for Q2 2026, filed 6 Aug 2026.