Public ownership evidence

Invesco S&P MidCap 400 Pure Value ETF (RFV) Ownership Disclosures

Read RFV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco S&P MidCap 400 Pure Value ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
CARLSON FINANCIAL, INC.
Report period
2026-06-30
Available
2026-08-25
Reported shares
1,461
Value (USD)
$208,878
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001066
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read RFV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read RFV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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CARLSON FINANCIAL, INC.2026-06-302026-08-251,461$208,878None
Kingsview Wealth Management, LLC2026-06-302026-08-2022,031$3,148,955None
Archer Investment Corp2026-06-302026-08-2044$6,289None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-201,886$269,499None
IFG Advisory, LLC2026-06-302026-08-1588$12,578None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,095$442,363None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,255$1,180,390None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-157,381$1,054,968None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1553$7,616None
Waverly Advisors, LLC2026-06-302026-08-153,856$551,139None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1511,829$1,699,519None
AMERIPRISE FINANCIAL INC2026-06-302026-08-158,174$1,168,341None
Cerity Partners LLC2026-06-302026-08-154,742$677,775None
ROYAL BANK OF CANADA2026-06-302026-08-1577,650$11,099,000None
D. E. Shaw & Co., Inc.2026-06-302026-08-155,133$733,661None
CITADEL ADVISORS LLC2026-06-302026-08-157,243$1,035,243None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-154,400$628,893None
GOLDMAN SACHS GROUP INC2026-06-302026-08-154,467$638,469None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1523,681$3,384,756None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1525,283$3,613,640None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1517,090$2,442,671None
WELLS FARGO & COMPANY/MN2026-06-302026-08-156,517$931,427None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1517,397$2,486,553None
BANK OF AMERICA CORP /DE/2026-06-302026-08-159,767$1,396,063None
Sanctuary Advisors, LLC2026-06-302026-08-1449,184$7,029,819None
Rockefeller Capital Management L.P.2026-06-302026-08-1437$5,303None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1489$12,669None
UBS Group AG2026-06-302026-08-14197$28,157None
UBS Group AG2026-06-302026-08-145,747$821,419None
Mariner, LLC2026-06-302026-08-143,993$570,780None
Creative Planning2026-06-302026-08-143,532$504,813None
UMB Bank, n.a.2026-06-302026-08-14200$28,586None
MORGAN STANLEY2026-06-302026-08-14206$29,444None
MORGAN STANLEY2026-06-302026-08-141$202None
MORGAN STANLEY2026-06-302026-08-14183,455$26,221,314None
FMR LLC2026-06-302026-08-141,602$228,905None
BNB Wealth Management, LLC2026-06-302026-08-1311,867$1,696,196None
Integrated Wealth Concepts LLC2026-06-302026-08-13151$21,582None
Cetera Investment Advisers2026-06-302026-08-1336,393$5,201,541None
Advisory Services Network, LLC2026-06-302026-08-1310,045$1,435,693None
NewEdge Advisors, LLC2026-06-302026-08-13439$62,688None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1314,984$2,141,698None
BANK OF MONTREAL /CAN/2026-06-302026-08-13432$61,746None
BANK OF MONTREAL /CAN/2026-06-302026-08-13500$71,465None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-135,202$743,523None
US BANCORP \DE\2026-06-302026-08-13300$42,879None
JPMORGAN CHASE & CO2026-06-302026-08-13151$21,677None
Reliant Investment Partners, LLC2026-06-302026-08-122,209$315,733None
Stratos Wealth Advisors, LLC2026-06-302026-08-123,426$489,714None
Stratos Wealth Partners, LTD.2026-06-302026-08-125,917$845,722None

90-day public filing window, up to 50 source positions.

CARLSON FINANCIAL, INC. ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗FIDUCIARY FINANCIAL ADVISORS ↗Waverly Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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