4A
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4Wealth Advisors’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

4Wealth Advisors’s Portfolio RPV Stock Details RPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$727K Buy
6,327
+581
+10% +$64.9K 0.56% 57
2026
Q1 		$608K Buy
5,746
+2,583
+82% +$281K 0.52% 64
2025
Q4 		$327K Buy
+3,163
New +$319K 0.28% 117

Other funds holding RPV

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WA
WP Advisors San Francisco, California $413M AUM 26.32% 1-Year Est. Return

4Wealth Advisors's RPV Position: Q2 2026 in Review

4Wealth Advisors increased its Invesco S&P 500 Pure Value ETF (RPV) stake by 10% in Q2 2026, buying an estimated $64.9K and bringing the position to 6,327 shares worth $727K. The position accounts for 0.56% of the portfolio, ranked #57.

4Wealth Advisors first reported a position in RPV in Q4 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold RPV as of Q2 2026.

  • 4Wealth Advisors held 6,327 shares of Invesco S&P 500 Pure Value ETF worth $727K as of Q2 2026.
  • 4Wealth Advisors bought 581 Invesco S&P 500 Pure Value ETF shares in Q2 2026, an estimated $64.9K.
  • Invesco S&P 500 Pure Value ETF made up 0.56% of 4Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • 4Wealth Advisors first reported a position in Invesco S&P 500 Pure Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.