4Wealth Advisors
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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
Q3 		$831K Buy
7,198
+871
+14% +$104K 0.58% 51
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

Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Peak Financial Management
Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return
Trinity Wealth Management
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Planned Solutions
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

4Wealth Advisors's RPV Position: Q3 2026 in Review

4Wealth Advisors increased its Invesco S&P 500 Pure Value ETF (RPV) stake by 14% in Q3 2026, buying an estimated $104K and bringing the position to 7,198 shares worth $831K. The position accounts for 0.58% of the portfolio, ranked #51.

4Wealth Advisors first reported a position in RPV in Q4 2025 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold RPV as of Q3 2026.

  • 4Wealth Advisors held 7,198 shares of Invesco S&P 500 Pure Value ETF worth $831K as of Q3 2026.
  • 4Wealth Advisors bought 871 Invesco S&P 500 Pure Value ETF shares in Q3 2026, an estimated $104K.
  • Invesco S&P 500 Pure Value ETF made up 0.58% of 4Wealth Advisors's portfolio in Q3 2026, its #51 holding.
  • 4Wealth Advisors first reported a position in Invesco S&P 500 Pure Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.