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

Prospera Financial Services’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	$241K	Hold	1,685	–	–	﹤0.01%	1328
2026 Q1	$219K	Hold	1,685	–	–	﹤0.01%	1329
2025 Q4	$215K	Hold	1,685	–	–	﹤0.01%	1264
2025 Q3	$216K	Buy	+1,685	New	+$214K	﹤0.01%	1278
2025 Q1	–	Sell	-1,669	Closed	-$202K	–	1222
2024 Q4	$202K	Sell	1,669 -217	-12%	-$26.7K	﹤0.01%	1080
2024 Q3	$224K	Buy	1,886 +1	+0.1%	+$114	0.01%	1037
2024 Q2	$211K	Buy	+1,885	New	+$214K	0.01%	1056
2022 Q3	–	Sell	-521	Closed	-$43K	–	1417
2022 Q2	$43K	Hold	521	–	–	﹤0.01%	1063
2022 Q1	$50K	Buy	+521	New	+$49.8K	﹤0.01%	1382

Other funds holding RFV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Prospera Financial Services's RFV Position: Q2 2026 in Review

Prospera Financial Services held its Invesco S&P MidCap 400 Pure Value ETF (RFV) position steady in Q2 2026 at 1,685 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Prospera Financial Services first reported a position in RFV in Q1 2022 and has held it in 9 quarters since. 95 funds tracked by Wall St. Rank hold RFV as of Q2 2026.

Prospera Financial Services held 1,685 shares of Invesco S&P MidCap 400 Pure Value ETF worth $241K as of Q2 2026.
Prospera Financial Services 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 ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1328 holding.
Prospera Financial Services first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q1 2022 and has held it in 9 quarters since.
95 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.