Golden State Wealth Management’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Golden State Wealth Management’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	$114K	Hold	797	–	–	0.01%	541
2026 Q1	$104K	Hold	797	–	–	0.01%	516
2025 Q4	$102K	Buy	797 +783	+5,593%	+$100K	0.01%	515
2025 Q3	$1.8K	Hold	14	–	–	﹤0.01%	1409
2025 Q2	$1.69K	Hold	14	–	–	﹤0.01%	1376
2025 Q1	$1.6K	Hold	14	–	–	﹤0.01%	1352
2024 Q4	$1.7K	Buy	+14	New	+$1.72K	﹤0.01%	1274

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

Golden State Wealth Management's RFV Position: Q2 2026 in Review

Golden State Wealth Management held its Invesco S&P MidCap 400 Pure Value ETF (RFV) position steady in Q2 2026 at 797 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #541.

Golden State Wealth Management first reported a position in RFV in Q4 2024 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold RFV as of Q2 2026.

Golden State Wealth Management held 797 shares of Invesco S&P MidCap 400 Pure Value ETF worth $114K as of Q2 2026.
Golden State Wealth Management 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 Golden State Wealth Management's portfolio in Q2 2026, its #541 holding.
Golden State Wealth Management first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q4 2024 and has held it in 7 quarters since.
95 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.