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

Independent Financial Group’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 		$329K Buy
2,298
+1
+0% +$139 0.01% 1194
2026
Q1 		$299K Sell
2,297
-91
-4% -$12.1K 0.01% 1162
2025
Q4 		$305K Sell
2,388
-240
-9% -$30.7K 0.01% 1141
2025
Q3 		$337K Buy
2,628
+2
+0.1% +$254 0.01% 1034
2025
Q2 		$317K Sell
2,626
-211
-7% -$23.9K 0.01% 1007
2025
Q1 		$324K Buy
2,837
+2
+0.1% +$242 0.01% 898
2024
Q4 		$344K Buy
2,835
+2
+0.1% +$246 0.01% 852
2024
Q3 		$336K Buy
2,833
+76
+3% +$8.69K 0.01% 830
2024
Q2 		$308K Buy
2,757
+144
+6% +$16.4K 0.01% 821
2024
Q1 		$312K Buy
2,613
+1
+0% +$113 0.01% 762
2023
Q4 		$304K Buy
2,612
+293
+13% +$29.9K 0.02% 718
2023
Q3 		$228K Sell
2,319
-20
-0.9% -$2.07K 0.01% 779
2023
Q2 		$242K Buy
2,339
+8
+0.3% +$758 0.02% 748
2023
Q1 		$220K Buy
+2,331
New +$231K 0.02% 739

Other funds holding RFV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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

Independent Financial Group's RFV Position: Q2 2026 in Review

Independent Financial Group increased its Invesco S&P MidCap 400 Pure Value ETF (RFV) stake by 0.04% in Q2 2026, buying an estimated $139 and bringing the position to 2,298 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #1194.

Independent Financial Group first reported a position in RFV in Q1 2023 and has held it in 14 quarters since. The position peaked at $344K in Q4 2024. 95 funds tracked by Wall St. Rank hold RFV as of Q2 2026.

  • Independent Financial Group held 2,298 shares of Invesco S&P MidCap 400 Pure Value ETF worth $329K as of Q2 2026.
  • Independent Financial Group bought 1 Invesco S&P MidCap 400 Pure Value ETF share in Q2 2026, an estimated $139.
  • Invesco S&P MidCap 400 Pure Value ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1194 holding.
  • Independent Financial Group first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q1 2023 and has held it in 14 quarters since.
  • Independent Financial Group's Invesco S&P MidCap 400 Pure Value ETF position peaked at $344K in Q4 2024.
  • 95 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.