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Advyzon Investment Management’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Advyzon Investment Management’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
Q1 		– Sell
-5,349
Closed -$553K – 713
2025
Q4 		$553K Buy
+5,349
New +$539K 0.06% 297
2025
Q2 		– Sell
-21,647
Closed -$2M – 392
2025
Q1 		$2M Buy
+21,647
New +$1.99M 0.71% 25

Other funds holding RPV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Advyzon Investment Management's RPV Position: Q1 2026 in Review

Advyzon Investment Management sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q1 2026, closing a stake of 5,349 shares — an estimated $553K sold.

Advyzon Investment Management first reported a position in RPV in Q1 2025 and held it in 2 quarters. The position peaked at $2M in Q1 2025. 228 funds tracked by Wall St. Rank hold RPV as of Q1 2026.

  • Advyzon Investment Management reported no remaining Invesco S&P 500 Pure Value ETF position as of Q1 2026 after selling out during the quarter.
  • Advyzon Investment Management sold 5,349 Invesco S&P 500 Pure Value ETF shares in Q1 2026, an estimated $553K.
  • Advyzon Investment Management first reported a position in Invesco S&P 500 Pure Value ETF in Q1 2025 and held it in 2 quarters.
  • Advyzon Investment Management's Invesco S&P 500 Pure Value ETF position peaked at $2M in Q1 2025.
  • 228 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.