MFG
RFV icon

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

Merit 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 		$1.1M Sell
7,675
-18,118
-70% -$2.52M 0.01% 1038
2026
Q1 		$3.35M Sell
25,793
-3,602
-12% -$480K 0.02% 507
2025
Q4 		$3.76M Buy
+29,395
New +$3.76M 0.03% 435

Other funds holding RFV

SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

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

Merit Financial Group reduced its Invesco S&P MidCap 400 Pure Value ETF (RFV) stake by 70% in Q2 2026, selling an estimated $2.52M and leaving 7,675 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1038.

Merit Financial Group first reported a position in RFV in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.76M in Q4 2025. 15 funds tracked by Wall St. Rank hold RFV as of Q2 2026.

  • Merit Financial Group held 7,675 shares of Invesco S&P MidCap 400 Pure Value ETF worth $1.1M as of Q2 2026.
  • Merit Financial Group sold 18,118 Invesco S&P MidCap 400 Pure Value ETF shares in Q2 2026, an estimated $2.52M.
  • Invesco S&P MidCap 400 Pure Value ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1038 holding.
  • Merit Financial Group first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Merit Financial Group's Invesco S&P MidCap 400 Pure Value ETF position peaked at $3.76M in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.