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Midwest Financial Network’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Midwest Financial Network’s Portfolio RPV Stock Details RPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.55M Buy
13,516
+8,741
+183% +$1.05M 1.06% 29
2026
Q2 		$544K Buy
4,775
+1,198
+33% +$134K 0.37% 70
2026
Q1 		$384K Buy
+3,577
New +$389K 0.31% 66

Other funds holding RPV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

Midwest Financial Network's RPV Position: Q3 2026 in Review

Midwest Financial Network increased its Invesco S&P 500 Pure Value ETF (RPV) stake by 183% in Q3 2026, buying an estimated $1.05M and bringing the position to 13,516 shares worth $1.55M. The position accounts for 1.06% of the portfolio, ranked #29.

Midwest Financial Network first reported a position in RPV in Q1 2026 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold RPV as of Q3 2026.

  • Midwest Financial Network held 13,516 shares of Invesco S&P 500 Pure Value ETF worth $1.55M as of Q3 2026.
  • Midwest Financial Network bought 8,741 Invesco S&P 500 Pure Value ETF shares in Q3 2026, an estimated $1.05M.
  • Invesco S&P 500 Pure Value ETF made up 1.06% of Midwest Financial Network's portfolio in Q3 2026, its #29 holding.
  • Midwest Financial Network first reported a position in Invesco S&P 500 Pure Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.