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Aveo Capital Partners’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Aveo Capital Partners’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
2019
Q4 		– Sell
-3,461
Closed -$233K – 197
2019
Q3 		$233K Buy
+3,461
New +$221K 0.1% 160

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ACM
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
SFM
Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Aveo Capital Partners's RPV Position: Q4 2019 in Review

Aveo Capital Partners sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q4 2019, closing a stake of 3,461 shares — an estimated $233K sold.

Aveo Capital Partners first reported a position in RPV in Q3 2019 and held it in 1 quarter. The position peaked at $233K in Q3 2019. 142 funds tracked by Wall St. Rank hold RPV as of Q4 2019.

  • Aveo Capital Partners reported no remaining Invesco S&P 500 Pure Value ETF position as of Q4 2019 after selling out during the quarter.
  • Aveo Capital Partners sold 3,461 Invesco S&P 500 Pure Value ETF shares in Q4 2019, an estimated $233K.
  • Aveo Capital Partners first reported a position in Invesco S&P 500 Pure Value ETF in Q3 2019 and held it in 1 quarter.
  • Aveo Capital Partners's Invesco S&P 500 Pure Value ETF position peaked at $233K in Q3 2019.
  • 142 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q4 2019.

Based on Aveo Capital Partners's 13F filing for Q4 2019, filed 6 Feb 2020.