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Disclosery

RFV INVESCO EXCHANGE TRADED FD T

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S&P MDCP400 VL (fund)

82 managers (83 13F filers) reported a position in RFV shares at 2025-09-30, 927,679 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
82
13F filers
83
New
13
Added
34
Reduced
13
Sold out
7
Shares held by filers
927,679

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY176,659$22.7M<0.01%+6,20413F-HR/ATimelineGroup
LPL Financial LLC85,784$11M<0.01%+5,48013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding81,574$10.5M+9,391Timeline
COMMONWEALTH EQUITY SERVICES, LLC70,981$9.11M0.01%-3,36513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA51,906$6.66M<0.01%+27713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC50,118$6.43M<0.01%+18,08313F-HRTimelineGroup
Sanctuary Advisors, LLC48,305$6.2M0.04%+7,83513F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/41,265$5.29M<0.01%+1,90913F-HR/ATimelineGroup
Cetera Investment Advisers34,417$4.41M0.01%+16,69713F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth21,561$2.72M0.03%+8,82513F-HRTimelineGroup
Cambridge Investment Research Advisors,…20,742$2.66M0.01%-19713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,353$2.5M<0.01%+36413F-HRTimelineGroup
Kingsview Wealth Management, LLC17,944$2.3M0.04%+14,06013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,361$1.84M0.04%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,985$1.54M<0.01%+67513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,189$1.31M<0.01%+6,10013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC9,950$1.28M<0.01%+2,17713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,288$1.19M<0.01%+1,58913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,553$1.1M<0.01%-3,39613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,242$1.07M<0.01%+4,57613F-HRTimelineGroup
Cadent Capital Advisors, LLC7,710$989K0.26%new13F-HRTimeline
Advisory Services Network, LLC7,038$903K0.01%+35513F-HRTimeline
Strategic Blueprint, LLC5,985$768K0.03%new13F-HRTimeline
Axiom Financial Strategies, LLC5,716$733K0.32%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.5,291$679K0.02%+1013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,133$658K<0.01%013F-HRTimelineGroup
Running Point Capital Advisors, LLC4,752$610K0.16%-15913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,645$596K<0.01%+9513F-HRTimelineGroup
Twelve Points Wealth Management LLC4,480$575K0.14%-70513F-HRTimeline
Private Advisor Group, LLC3,911$502K<0.01%-20413F-HRTimeline
UBS Group AGin group UBS Group AG3,810$489K<0.01%-4,55613F-HRTimelineGroup
Waverly Advisors, LLC3,810$489K<0.01%+48013F-HRTimeline
Creative Planningin group Creative Planning3,780$485K<0.01%+1613F-HRTimelineGroup
Arkadios Wealth Advisors3,716$477K0.01%013F-HRTimeline
Unified Investment Management3,557$456K0.46%+1,34913F-HRTimeline
Dale Q Rice Investment Management Ltd3,266$414K0.29%-12213F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…3,042$390K0.03%+6613F-HRTimelineGroup
VISTA INVESTMENT PARTNERS II, LLC2,993$384K0.18%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,946$378K<0.01%+17213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.2,923$375K0.01%-1413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,827$363K0.01%+22113F-HRTimelineGroup
S.A. Mason LLC2,820$362K0.16%013F-HRTimeline
SCOTIA CAPITAL INC.2,638$338K<0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,628$337K0.01%+213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA2,615$335K<0.01%013F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC2,369$304K0.02%-19813F-HRTimeline
Saxony Capital Management, LLC2,304$296K0.19%new13F-HRTimeline
Reliant Investment Partners, LLC2,265$294K0.23%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,980$254K<0.01%-5,23813F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.1,968$252K0.01%new13F-HRTimeline
GREENLEAF TRUST1,825$234K<0.01%013F-HRTimeline
Well Done, LLC1,825$234K0.04%013F-HRTimeline
Purus Wealth Management, LLC1,810$232K0.07%+113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,722$221K<0.01%+813F-HRTimelineGroup
Prospera Financial Services Inc1,685$216K<0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,600$205K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,443$185K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC1,311$168K0.01%+17813F-HRTimeline
FMR LLCin group FMR LLC1,255$161K<0.01%+813F-HRTimelineGroup
JNBA Financial Advisors1,091$140K0.01%013F-HRTimeline
IFP Advisors, Inc1,071$137K<0.01%+44413F-HR/ATimeline
NewEdge Advisors, LLC817$105K<0.01%+51913F-HRTimeline
Parallel Advisors, LLC650$83.4K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC650$83.4K0.03%013F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\600$77K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV496$63.6K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/432$55.4K<0.01%013F-HRTimelineGroup
AllSquare Wealth Management LLC345$44.3K0.02%013F-HRTimeline
UMB Bank, n.a.200$25.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bogart Wealth, LLC174$22.3K<0.01%+113F-HRTimeline
McIlrath & Eck, LLC137$17.6K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC111$14K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.93$11.9K<0.01%013F-HRTimeline
Root Financial Partners, LLC50$6.41K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…47$6.03K<0.01%new13F-HRTimeline
Archer Investment Corp44$5.64K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.34$4.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC17$2.18K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.16$2.05K<0.01%-24213F-HRTimeline
Golden State Wealth Management, LLC14$1.8K<0.01%013F-HRTimeline
Global Retirement Partners, LLC12$1.54K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC7$898<0.01%-513F-HRTimeline