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Arcadia Investment Advisors’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Arcadia Investment 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
2018
Q1 		– Sell
-160
Closed -$7.99K – 66
2017
Q4 		$7.99K Buy
+160
New +$10.2K 0.01% 49

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
BOS
Bank of Stockton Stockton, California $356M AUM 42.85% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Arcadia Investment Advisors's RPV Position: Q1 2018 in Review

Arcadia Investment Advisors sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q1 2018, closing a stake of 160 shares — an estimated $7.99K sold.

Arcadia Investment Advisors first reported a position in RPV in Q4 2017 and held it in 1 quarter. The position peaked at $7.99K in Q4 2017. 100 funds tracked by Wall St. Rank hold RPV as of Q1 2018.

  • Arcadia Investment Advisors reported no remaining Invesco S&P 500 Pure Value ETF position as of Q1 2018 after selling out during the quarter.
  • Arcadia Investment Advisors sold 160 Invesco S&P 500 Pure Value ETF shares in Q1 2018, an estimated $7.99K.
  • Arcadia Investment Advisors first reported a position in Invesco S&P 500 Pure Value ETF in Q4 2017 and held it in 1 quarter.
  • Arcadia Investment Advisors's Invesco S&P 500 Pure Value ETF position peaked at $7.99K in Q4 2017.
  • 100 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q1 2018.

Based on Arcadia Investment Advisors's 13F filing for Q1 2018, filed 19 Dec 2024.