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Atria Wealth Solutions’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-5,179
Closed -$478K – 1835
2025
Q1 		$478K Sell
5,179
-771
-13% -$70.9K 0.01% 1222
2024
Q4 		$537K Sell
5,950
-528
-8% -$48.4K 0.01% 1241
2024
Q3 		$576K Sell
6,478
-3,620
-36% -$313K 0.01% 1174
2024
Q2 		$842K Buy
10,098
+120
+1% +$10.2K 0.01% 969
2024
Q1 		$882K Buy
9,978
+4,038
+68% +$334K 0.01% 966
2023
Q4 		$488K Sell
5,940
-660
-10% -$49.4K 0.01% 1227
2023
Q3 		$486K Sell
6,600
-4,571
-41% -$354K 0.01% 1142
2023
Q2 		$866K Sell
11,171
-2,903
-21% -$217K 0.01% 905
2023
Q1 		$1.07M Sell
14,074
-5,572
-28% -$452K 0.02% 772
2022
Q4 		$1.53M Sell
19,646
-13,545
-41% -$1.06M 0.02% 607
2022
Q3 		$2.32M Sell
33,191
-971
-3% -$74.7K 0.04% 421
2022
Q2 		$2.56M Buy
34,162
+3,509
+11% +$288K 0.05% 374
2022
Q1 		$2.63M Buy
+30,653
New +$2.56M 0.04% 404

Other funds holding RPV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $25.8M AUM 36.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's RPV Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q2 2025, closing a stake of 5,179 shares — an estimated $478K sold.

Atria Wealth Solutions first reported a position in RPV in Q1 2022 and held it in 13 quarters. The position peaked at $2.63M in Q1 2022. 203 funds tracked by Wall St. Rank hold RPV as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Invesco S&P 500 Pure Value ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,179 Invesco S&P 500 Pure Value ETF shares in Q2 2025, an estimated $478K.
  • Atria Wealth Solutions first reported a position in Invesco S&P 500 Pure Value ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Invesco S&P 500 Pure Value ETF position peaked at $2.63M in Q1 2022.
  • 203 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.