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

BIP Wealth’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
2026 Q3	$521K	Buy	+4,539	New	+$543K	0.01%	382

Other funds holding RPV

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

WP Advisors San Francisco, California $436M AUM 23.46% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

RCM

RMR Capital Management Tustin, California $143M AUM 7.16% 1-Year Est. Return

BIP Wealth's RPV Position: Q3 2026 in Review

BIP Wealth opened a new position in Invesco S&P 500 Pure Value ETF (RPV) in Q3 2026: 4,539 shares worth $521K. The stake represents 0.01% of the portfolio and ranks #382 among its holdings.

61 funds tracked by Wall St. Rank hold RPV as of Q3 2026.

BIP Wealth held 4,539 shares of Invesco S&P 500 Pure Value ETF worth $521K as of Q3 2026.
Invesco S&P 500 Pure Value ETF was a new BIP Wealth position in Q3 2026.
Invesco S&P 500 Pure Value ETF made up 0.01% of BIP Wealth's portfolio in Q3 2026, its #382 holding.
61 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q3 2026.

Based on BIP Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.