Global Retirement Partners’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Global Retirement Partners’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	$16K	Buy	+112	New	+$15.6K	﹤0.01%	3182
2025 Q4	$1.53K	Hold	12	–	–	﹤0.01%	3797
2025 Q3	$1.54K	Hold	12	–	–	﹤0.01%	3400
2025 Q2	$1.45K	Buy	+12	New	+$1.36K	﹤0.01%	3346
2024 Q4	$1.46K	Hold	12	–	–	﹤0.01%	3181
2024 Q3	$1.42K	Hold	12	–	–	﹤0.01%	3041
2024 Q2	$1.34K	Buy	+12	New	+$1.36K	﹤0.01%	3086
2022 Q3	–	Sell	-137	Closed	-$11K	–	2924
2022 Q2	$11K	Buy	+137	New	+$12.4K	﹤0.01%	1599

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

Global Retirement Partners's RFV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q2 2026: 112 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #3182 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in RFV as recently as Q4 2025.

Global Retirement Partners first reported a position in RFV in Q2 2022 and has held it in 8 quarters since. 94 funds tracked by Wall St. Rank hold RFV as of Q2 2026.

Global Retirement Partners held 112 shares of Invesco S&P MidCap 400 Pure Value ETF worth $16K as of Q2 2026.
Invesco S&P MidCap 400 Pure Value ETF was a new Global Retirement Partners position in Q2 2026.
Invesco S&P MidCap 400 Pure Value ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3182 holding.
Global Retirement Partners first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q2 2022 and has held it in 8 quarters since.
94 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.