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

Creative Financial Designs’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	$70.9K	Hold	496	–	–	﹤0.01%	899
2026 Q1	$64.5K	Hold	496	–	–	﹤0.01%	815
2025 Q4	$63.4K	Hold	496	–	–	﹤0.01%	783
2025 Q3	$63.6K	Hold	496	–	–	﹤0.01%	770
2025 Q2	$60K	Hold	496	–	–	﹤0.01%	805
2025 Q1	$56.6K	Hold	496	–	–	﹤0.01%	788
2024 Q4	$60.2K	Hold	496	–	–	﹤0.01%	728
2024 Q3	$58.8K	Hold	496	–	–	0.01%	736
2024 Q2	$55.4K	Hold	496	–	–	﹤0.01%	729
2024 Q1	$59.2K	Hold	496	–	–	0.01%	688
2023 Q4	$57.7K	Buy	+496	New	+$50.7K	0.01%	645

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

Creative Financial Designs's RFV Position: Q2 2026 in Review

Creative Financial Designs held its Invesco S&P MidCap 400 Pure Value ETF (RFV) position steady in Q2 2026 at 496 shares worth $70.9K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Creative Financial Designs first reported a position in RFV in Q4 2023 and has held it in 11 quarters since. 95 funds tracked by Wall St. Rank hold RFV as of Q2 2026.

Creative Financial Designs held 496 shares of Invesco S&P MidCap 400 Pure Value ETF worth $70.9K as of Q2 2026.
Creative Financial Designs left its Invesco S&P MidCap 400 Pure Value ETF share count unchanged in Q2 2026.
Invesco S&P MidCap 400 Pure Value ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #899 holding.
Creative Financial Designs first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q4 2023 and has held it in 11 quarters since.
95 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.