KLI
RFV icon

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
Q2 		$343K Hold
2,400
– – 0.04% 116
2026
Q1 		$312K Buy
+2,400
New +$320K 0.04% 115

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

Kelman-Lazarov Inc's RFV Position: Q2 2026 in Review

Kelman-Lazarov Inc held its Invesco S&P MidCap 400 Pure Value ETF (RFV) position steady in Q2 2026 at 2,400 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #116.

Kelman-Lazarov Inc first reported a position in RFV in Q1 2026 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold RFV as of Q2 2026.

  • Kelman-Lazarov Inc held 2,400 shares of Invesco S&P MidCap 400 Pure Value ETF worth $343K as of Q2 2026.
  • Kelman-Lazarov Inc 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 0.04% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #116 holding.
  • Kelman-Lazarov Inc first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.