John Overdeck’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

John Overdeck’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	$629K	Buy	+4,400	New	+$613K	﹤0.01%	3988
2026 Q1	–	Sell	-8,300	Closed	-$1.06M	–	4870
2025 Q4	$1.06M	Buy	+8,300	New	+$1.06M	﹤0.01%	2872
2024 Q2	–	Sell	-4,100	Closed	-$489K	–	3280
2024 Q1	$489K	Sell	4,100 -800	-16%	-$90.2K	﹤0.01%	2348
2023 Q4	$571K	Buy	+4,900	New	+$500K	﹤0.01%	2393

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

John Overdeck's RFV Position: Q2 2026 in Review

John Overdeck opened a new position in Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q2 2026: 4,400 shares worth $629K. The stake represents ﹤0.01% of the portfolio and ranks #3988 among its holdings. This is a return to the name: John Overdeck previously reported a position in RFV as recently as Q4 2025.

John Overdeck first reported a position in RFV in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.06M in Q4 2025. 94 funds tracked by Wall St. Rank hold RFV as of Q2 2026.

John Overdeck held 4,400 shares of Invesco S&P MidCap 400 Pure Value ETF worth $629K as of Q2 2026.
Invesco S&P MidCap 400 Pure Value ETF was a new John Overdeck position in Q2 2026.
Invesco S&P MidCap 400 Pure Value ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3988 holding.
John Overdeck first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q4 2023 and has held it in 4 quarters since.
John Overdeck's Invesco S&P MidCap 400 Pure Value ETF position peaked at $1.06M in Q4 2025.
94 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.