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Atlas Capital Advisors’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Atlas Capital 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
2023
Q2 		– Sell
-180
Closed -$13.7K – 923
2023
Q1 		$13.7K Hold
180
– – ﹤0.01% 722
2022
Q4 		$14K Hold
180
– – ﹤0.01% 697
2022
Q3 		$12.6K Hold
180
– – ﹤0.01% 700
2022
Q2 		$13.5K Buy
+180
New +$14.8K ﹤0.01% 722

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Atlas Capital Advisors's RPV Position: Q2 2023 in Review

Atlas Capital Advisors sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q2 2023, closing a stake of 180 shares — an estimated $13.7K sold.

Atlas Capital Advisors first reported a position in RPV in Q2 2022 and held it in 4 quarters. The position peaked at $14K in Q4 2022. 203 funds tracked by Wall St. Rank hold RPV as of Q2 2023.

  • Atlas Capital Advisors reported no remaining Invesco S&P 500 Pure Value ETF position as of Q2 2023 after selling out during the quarter.
  • Atlas Capital Advisors sold 180 Invesco S&P 500 Pure Value ETF shares in Q2 2023, an estimated $13.7K.
  • Atlas Capital Advisors first reported a position in Invesco S&P 500 Pure Value ETF in Q2 2022 and held it in 4 quarters.
  • Atlas Capital Advisors's Invesco S&P 500 Pure Value ETF position peaked at $14K in Q4 2022.
  • 203 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q2 2023.

Based on Atlas Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.