RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  10 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported INVESCO S&P MIDCAP 400 PURE VALUE ETF (RFV) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows RFV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RFV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in INVESCO S&P MIDCAP 400 PURE VALUE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RFV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CREATIVE FINANCIAL DESIGNS INC /ADV held RFV — position size vs. price
% of Fund (quarterly)    RFV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 496 0% 0.00% $64K 2026-04-13 $135.86
2025 Q4 UNCHANGED 496 0% 0.00% $63K 2026-02-06 $142.01
2025 Q3 UNCHANGED 496 0% 0.00% $64K 2025-11-14 (Est.) $124.48
2025 Q2 UNCHANGED 496 0% 0.00% $60K 2025-08-04 $118.80
2025 Q1 UNCHANGED 496 0% 0.00% $57K 2025-04-23 $104.84
2024 Q4 UNCHANGED 496 0% 0.00% $60K 2025-02-10 $120.91
2024 Q3 UNCHANGED 496 0% 0.00% $59K 2024-10-28 $116.03
2024 Q2 UNCHANGED 496 0% 0.00% $55K 2024-08-06 $106.30
2024 Q1 UNCHANGED 496 0% 0.01% $59K 2024-05-01 $106.10
2023 Q4 INITIATED 496 0.01% $58K 2024-01-10 $108.35

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and RFV

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning RFV?

CREATIVE FINANCIAL DESIGNS INC /ADV reported RFV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RFV position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for RFV was 0.01% in 2023 Q4.

What is the latest reported RFV position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 496 shares, equal to 0.00% of portfolio, with an estimated market value of $64K.

What does the chart on this RFV ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly RFV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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