Kelman-Lazarov Inc’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Kelman-Lazarov Inc’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 Q1	$312K	Buy	+2,400	New	+$320K	0.04%	115

Other funds holding RFV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kelman-Lazarov Inc's RFV Position: Q1 2026 in Review

Kelman-Lazarov Inc opened a new position in Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q1 2026: 2,400 shares worth $312K. The stake represents 0.04% of the portfolio and ranks #115 among its holdings.

85 funds tracked by Wall St. Rank hold RFV as of Q1 2026.

Kelman-Lazarov Inc held 2,400 shares of Invesco S&P MidCap 400 Pure Value ETF worth $312K as of Q1 2026.
Invesco S&P MidCap 400 Pure Value ETF was a new Kelman-Lazarov Inc position in Q1 2026.
Invesco S&P MidCap 400 Pure Value ETF made up 0.04% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #115 holding.
85 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.