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Rfv guggenheim s&p midcap 400 pure val etf shares owned by Carlson Financial

Quarter-by-quarter ownership of Rfv guggenheim s&p midcap 400 pure val etf (RFV) shares owned by Carlson Financial from 13F filings

Historical chart of Carlson Financial investment in Rfv guggenheim s&p midcap 400 pure val etf

Tip: Access up to 7 years of quarterly data

All positions including Rfv guggenheim s&p midcap 400 pure val etf held by Carlson Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rfv guggenheim s&p midcap 400 pure val etf by Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $209k 1.5k 142.97

More positions owned by Carlson Financial

NVIDIA Corporation (NVDA)
Axon Enterprise (AXON)
Tesla Motors (TSLA)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Core Div Grwth (DGRO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Global X Fds Us Infr Dev Etf (PAVE)
Shopify Cl A Sub Vtg Shs (SHOP)
Caterpillar (CAT)
Apple (AAPL)
First Tr Exchange Traded Smid Risng Etf (SDVY)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Amazon (AMZN)
Timothy Plan Hig Dv Stk Etf (TPHD)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)

View all positions for Carlson Financial

Top funds holding Rfv guggenheim s&p midcap 400 pure val etf

Morgan Stanley
LPL Financial
Royal Bank of Canada
Sanctuary Advisors
Raymond James Financial
Commonwealth Equity Services
Cetera Investment Advisers
Bank of America Corporation
Wells Fargo & Company
Kingsview Wealth Management
Northwestern Mutual Wealth Management Company
Cambridge Investment Research Advisors
Envestnet Asset Management
BNB Wealth Management
Jones Financial Companies, L.L

View all funds holding Rfv guggenheim s&p midcap 400 pure val etf