Signature Estate & Investment Advisors’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Signature Estate & Investment Advisors’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	$253K	Buy	1,767 +21	+1%	+$2.92K	﹤0.01%	591
2026 Q1	$227K	Buy	1,746 +9	+0.5%	+$1.2K	﹤0.01%	598
2025 Q4	$222K	Buy	1,737 +15	+0.9%	+$1.92K	﹤0.01%	566
2025 Q3	$221K	Buy	1,722 +8	+0.5%	+$1.02K	﹤0.01%	558
2025 Q2	$207K	Buy	+1,714	New	+$195K	﹤0.01%	552

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

Signature Estate & Investment Advisors's RFV Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Invesco S&P MidCap 400 Pure Value ETF (RFV) stake by 1.2% in Q2 2026, buying an estimated $2.92K and bringing the position to 1,767 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Signature Estate & Investment Advisors first reported a position in RFV in Q2 2025 and has held it in 5 quarters since. 95 funds tracked by Wall St. Rank hold RFV as of Q2 2026.

Signature Estate & Investment Advisors held 1,767 shares of Invesco S&P MidCap 400 Pure Value ETF worth $253K as of Q2 2026.
Signature Estate & Investment Advisors bought 21 Invesco S&P MidCap 400 Pure Value ETF shares in Q2 2026, an estimated $2.92K.
Invesco S&P MidCap 400 Pure Value ETF made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #591 holding.
Signature Estate & Investment Advisors first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q2 2025 and has held it in 5 quarters since.
95 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.