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

Kingsview 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 Q1	$2.54M	Buy	19,538 +261	+1%	+$34.8K	0.03%	465
2025 Q4	$2.46M	Buy	19,277 +1,333	+7%	+$170K	0.04%	440
2025 Q3	$2.3M	Buy	17,944 +14,060	+362%	+$1.79M	0.04%	432
2025 Q2	$470K	Buy	3,884 +66	+2%	+$7.49K	0.01%	789
2025 Q1	$436K	Buy	3,818 +75	+2%	+$9.09K	0.01%	774
2024 Q4	$454K	Sell	3,743 -22	-0.6%	-$2.7K	0.01%	777
2024 Q3	$446K	Buy	+3,765	New	+$431K	0.01%	759
2019 Q4	–	Sell	-5,511	Closed	-$352K	–	521
2019 Q3	$352K	Sell	5,511 -21,548	-80%	-$1.36M	0.06%	312
2019 Q2	$1.81M	Buy	27,059 +300	+1%	+$19.9K	0.3%	91
2019 Q1	$1.77M	Buy	26,759 +3,298	+14%	+$216K	0.27%	106
2018 Q4	$1.32M	Buy	23,461 +5,735	+32%	+$372K	0.29%	105
2018 Q3	$1.27M	Buy	17,726 +3,137	+22%	+$225K	0.26%	118
2018 Q2	$1.03M	Buy	14,589 +166	+1%	+$11.4K	0.25%	125
2018 Q1	$951K	Buy	14,423 +1,754	+14%	+$121K	0.24%	124
2017 Q4	$884K	Buy	12,669 +1,012	+9%	+$67.5K	0.32%	99
2017 Q3	$754K	Buy	11,657 +215	+2%	+$13.5K	0.33%	91
2017 Q2	$722K	Sell	11,442 -7	-0.1%	-$434	0.37%	88
2017 Q1	$714K	Buy	+11,449	New	+$718K	0.42%	79

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 $71.6B AUM 21.08% 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

Kingsview Wealth Management's RFV Position: Q1 2026 in Review

Kingsview Wealth Management increased its Invesco S&P MidCap 400 Pure Value ETF (RFV) stake by 1.4% in Q1 2026, buying an estimated $34.8K and bringing the position to 19,538 shares worth $2.54M. The position accounts for 0.03% of the portfolio, ranked #465.

Kingsview Wealth Management first reported a position in RFV in Q1 2017 and has held it in 18 quarters since. 85 funds tracked by Wall St. Rank hold RFV as of Q1 2026.

Kingsview Wealth Management held 19,538 shares of Invesco S&P MidCap 400 Pure Value ETF worth $2.54M as of Q1 2026.
Kingsview Wealth Management bought 261 Invesco S&P MidCap 400 Pure Value ETF shares in Q1 2026, an estimated $34.8K.
Invesco S&P MidCap 400 Pure Value ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q1 2026, its #465 holding.
Kingsview Wealth Management first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q1 2017 and has held it in 18 quarters since.
85 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.