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

Atlas Private Wealth 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
2024
Q1 		– Sell
-2,822
Closed -$232K – 156
2023
Q4 		$232K Buy
+2,822
New +$211K 0.04% 145

Other funds holding RPV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Atlas Private Wealth Advisors's RPV Position: Q1 2024 in Review

Atlas Private Wealth Advisors sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q1 2024, closing a stake of 2,822 shares — an estimated $232K sold.

Atlas Private Wealth Advisors first reported a position in RPV in Q4 2023 and held it in 1 quarter. The position peaked at $232K in Q4 2023. 210 funds tracked by Wall St. Rank hold RPV as of Q1 2024.

  • Atlas Private Wealth Advisors reported no remaining Invesco S&P 500 Pure Value ETF position as of Q1 2024 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 2,822 Invesco S&P 500 Pure Value ETF shares in Q1 2024, an estimated $232K.
  • Atlas Private Wealth Advisors first reported a position in Invesco S&P 500 Pure Value ETF in Q4 2023 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Invesco S&P 500 Pure Value ETF position peaked at $232K in Q4 2023.
  • 210 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q1 2024.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2024, filed 6 May 2024.