Cambridge Investment Research Advisors
RFV icon

Cambridge Investment Research Advisors’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Cambridge Investment Research 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 		$2.12M Sell
14,818
-2,030
-12% -$283K ﹤0.01% 1643
2026
Q1 		$2.19M Sell
16,848
-2,913
-15% -$388K 0.01% 1521
2025
Q4 		$2.52M Sell
19,761
-981
-5% -$125K 0.01% 1344
2025
Q3 		$2.66M Sell
20,742
-197
-0.9% -$25.1K 0.01% 1291
2025
Q2 		$2.53M Sell
20,939
-1,626
-7% -$185K 0.01% 1253
2025
Q1 		$2.58M Sell
22,565
-891
-4% -$108K 0.01% 1191
2024
Q4 		$2.85M Buy
23,456
+2,089
+10% +$257K 0.01% 1124
2024
Q3 		$2.53M Sell
21,367
-4,260
-17% -$487K 0.01% 1176
2024
Q2 		$2.86M Sell
25,627
-6,443
-20% -$732K 0.01% 1054
2024
Q1 		$3.83M Buy
32,070
+3,009
+10% +$339K 0.01% 903
2023
Q4 		$3.38M Sell
29,061
-7,503
-21% -$766K 0.01% 899
2023
Q3 		$3.6M Buy
36,564
+6,630
+22% +$686K 0.02% 825
2023
Q2 		$3.1M Buy
29,934
+2,430
+9% +$230K 0.01% 903
2023
Q1 		$2.59M Sell
27,504
-265
-1% -$26.3K 0.01% 988
2022
Q4 		$2.52M Buy
27,769
+13,859
+100% +$1.26M 0.01% 958
2022
Q3 		$1.11M Buy
13,910
+208
+2% +$18.2K 0.01% 1403
2022
Q2 		$1.14M Sell
13,702
-20
-0.1% -$1.81K 0.01% 1387
2022
Q1 		$1.31M Buy
13,722
+1,758
+15% +$168K 0.01% 1392
2021
Q4 		$1.16M Sell
11,964
-208
-2% -$19.8K 0.01% 1474
2021
Q3 		$1.11M Buy
12,172
+6,856
+129% +$631K 0.01% 1444
2021
Q2 		$489K Sell
5,316
-9,622
-64% -$909K ﹤0.01% 2080
2021
Q1 		$1.35M Buy
+14,938
New +$1.24M 0.01% 1235
2020
Q1 		– Sell
-11,715
Closed -$808K – 2439
2019
Q4 		$808K Sell
11,715
-1,155
-9% -$77.2K 0.01% 1280
2019
Q3 		$821K Sell
12,870
-3,410
-21% -$215K 0.01% 1193
2019
Q2 		$1.09M Sell
16,280
-204
-1% -$13.5K 0.01% 982
2019
Q1 		$1.09M Buy
16,484
+113
+0.7% +$7.4K 0.01% 988
2018
Q4 		$919K Sell
16,371
-1,581
-9% -$102K 0.01% 977
2018
Q3 		$1.29M Sell
17,952
-362
-2% -$26K 0.01% 888
2018
Q2 		$1.29M Sell
18,314
-126
-0.7% -$8.67K 0.01% 848
2018
Q1 		$1.22M Sell
18,440
-1,369
-7% -$94.5K 0.01% 842
2017
Q4 		$1.38M Buy
19,809
+995
+5% +$66.4K 0.02% 750
2017
Q3 		$1.22M Sell
18,814
-2,866
-13% -$180K 0.02% 752
2017
Q2 		$1.37M Sell
21,680
-1,148
-5% -$71.1K 0.02% 661
2017
Q1 		$1.42M Sell
22,828
-184
-0.8% -$11.5K 0.02% 585
2016
Q4 		$1.42M Buy
23,012
+1,779
+8% +$104K 0.03% 539
2016
Q3 		$1.18M Buy
21,233
+986
+5% +$53.7K 0.02% 610
2016
Q2 		$1.04M Buy
20,247
+1,178
+6% +$60.6K 0.02% 592
2016
Q1 		$971K Buy
19,069
+11,578
+155% +$527K 0.02% 585
2015
Q4 		$357K Buy
7,491
+2,562
+52% +$129K 0.01% 1040
2015
Q3 		$236K Buy
4,929
+1,219
+33% +$62.2K 0.01% 1162
2015
Q2 		$202K Sell
3,710
-894
-19% -$50K 0.01% 1283
2015
Q1 		$252K Buy
4,604
+268
+6% +$14.3K 0.01% 1131
2014
Q4 		$236K Buy
+4,336
New +$227K 0.01% 1129
2013
Q3 		– Sell
-4,709
Closed -$204K – 1230
2013
Q2 		$204K Buy
+4,709
New +$200K 0.01% 951

Other funds holding RFV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
UIM
Unified Investment Management Atlanta, Georgia $108M AUM 26.38% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return

Cambridge Investment Research Advisors's RFV Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Invesco S&P MidCap 400 Pure Value ETF (RFV) stake by 12% in Q2 2026, selling an estimated $283K and leaving 14,818 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

Cambridge Investment Research Advisors first reported a position in RFV in Q2 2013 and has held it in 44 quarters since. The position peaked at $3.83M in Q1 2024. 35 funds tracked by Wall St. Rank hold RFV as of Q2 2026.

  • Cambridge Investment Research Advisors held 14,818 shares of Invesco S&P MidCap 400 Pure Value ETF worth $2.12M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 2,030 Invesco S&P MidCap 400 Pure Value ETF shares in Q2 2026, an estimated $283K.
  • Invesco S&P MidCap 400 Pure Value ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1643 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q2 2013 and has held it in 44 quarters since.
  • Cambridge Investment Research Advisors's Invesco S&P MidCap 400 Pure Value ETF position peaked at $3.83M in Q1 2024.
  • 35 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.