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

Root Financial Partners’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
2025
Q4 		– Sell
-50
Closed -$6.41K – 2512
2025
Q3 		$6.41K Buy
+50
New +$6.36K ﹤0.01% 1625

Other funds holding RFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $94B AUM 20.14% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Root Financial Partners's RFV Position: Q4 2025 in Review

Root Financial Partners sold out of Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q4 2025, closing a stake of 50 shares — an estimated $6.41K sold.

Root Financial Partners first reported a position in RFV in Q3 2025 and held it in 1 quarter. The position peaked at $6.41K in Q3 2025. 88 funds tracked by Wall St. Rank hold RFV as of Q4 2025.

  • Root Financial Partners reported no remaining Invesco S&P MidCap 400 Pure Value ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 50 Invesco S&P MidCap 400 Pure Value ETF shares in Q4 2025, an estimated $6.41K.
  • Root Financial Partners first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's Invesco S&P MidCap 400 Pure Value ETF position peaked at $6.41K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.