Carson Wealth (CWM LLC)’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.54M Buy
2025
Q2
$5.78M Buy
2025
Q1
$5.58M Sell
2024
Q4
$5.63M Sell
2024
Q3
$5.76M Sell
2024
Q2
$5.41M Buy
2024
Q1
$5.58M Buy
2023
Q4
$4.73M Buy
2023
Q3
$4.21M Sell
2023
Q2
$4.44M Buy
2023
Q1
$4.21M Buy
2022
Q4
$1.96M Buy
2022
Q3
$1.47M Buy
2022
Q2
$791K Buy
2022
Q1
$31K Sell
2021
Q4
$31K Buy