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

Campbell Wealth Management’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
2020
Q3 		– Sell
-214
Closed -$10K – 285
2020
Q2 		$10K Buy
+214
New +$9.75K ﹤0.01% 275

Other funds holding RPV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Campbell Wealth Management's RPV Position: Q3 2020 in Review

Campbell Wealth Management sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q3 2020, closing a stake of 214 shares — an estimated $10K sold.

Campbell Wealth Management first reported a position in RPV in Q2 2020 and held it in 1 quarter. The position peaked at $10K in Q2 2020. 111 funds tracked by Wall St. Rank hold RPV as of Q3 2020.

  • Campbell Wealth Management reported no remaining Invesco S&P 500 Pure Value ETF position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 214 Invesco S&P 500 Pure Value ETF shares in Q3 2020, an estimated $10K.
  • Campbell Wealth Management first reported a position in Invesco S&P 500 Pure Value ETF in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Invesco S&P 500 Pure Value ETF position peaked at $10K in Q2 2020.
  • 111 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.