Steward Partners Investment Advisory’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Steward Partners Investment Advisory’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	$12.7K	Buy	89 +42	+89%	+$5.85K	﹤0.01%	3621
2026 Q1	$6.17K	Hold	47	–	–	﹤0.01%	3732
2025 Q4	$6.04K	Hold	47	–	–	﹤0.01%	3631
2025 Q3	$6.03K	Buy	+47	New	+$5.98K	﹤0.01%	3597
2019 Q3	–	Sell	-200	Closed	-$13K	–	2740
2019 Q2	$13K	Buy	+200	New	+$13.3K	﹤0.01%	1878

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

Steward Partners Investment Advisory's RFV Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Invesco S&P MidCap 400 Pure Value ETF (RFV) stake by 89% in Q2 2026, buying an estimated $5.85K and bringing the position to 89 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3621.

Steward Partners Investment Advisory first reported a position in RFV in Q2 2019 and has held it in 5 quarters since. The position peaked at $13K in Q2 2019. 95 funds tracked by Wall St. Rank hold RFV as of Q2 2026.

Steward Partners Investment Advisory held 89 shares of Invesco S&P MidCap 400 Pure Value ETF worth $12.7K as of Q2 2026.
Steward Partners Investment Advisory bought 42 Invesco S&P MidCap 400 Pure Value ETF shares in Q2 2026, an estimated $5.85K.
Invesco S&P MidCap 400 Pure Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3621 holding.
Steward Partners Investment Advisory first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q2 2019 and has held it in 5 quarters since.
Steward Partners Investment Advisory's Invesco S&P MidCap 400 Pure Value ETF position peaked at $13K in Q2 2019.
95 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.