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Coppell Advisory Solutions’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Coppell Advisory 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
Q1 		– Sell
-389
Closed -$34.9K – 1530
2024
Q4 		$34.9K Buy
389
+313
+412% +$28.7K ﹤0.01% 701
2024
Q3 		$6.76K Hold
76
– – ﹤0.01% 1192
2024
Q2 		$6.34K Buy
+76
New +$6.44K ﹤0.01% 1141
2023
Q4 		$6.24K Sell
76
-11,178
-99% -$836K ﹤0.01% 1059
2023
Q3 		$878K Buy
+11,254
New +$872K 0.3% 76
2023
Q1 		– Sell
-11,254
Closed -$878K – 884
2022
Q4 		$878K Buy
+11,254
New +$878K 0.3% 80

Other funds holding RPV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Coppell Advisory Solutions's RPV Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q1 2025, closing a stake of 389 shares — an estimated $34.9K sold.

Coppell Advisory Solutions first reported a position in RPV in Q4 2022 and held it in 6 quarters. The position peaked at $878K in Q3 2023. 203 funds tracked by Wall St. Rank hold RPV as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Invesco S&P 500 Pure Value ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 389 Invesco S&P 500 Pure Value ETF shares in Q1 2025, an estimated $34.9K.
  • Coppell Advisory Solutions first reported a position in Invesco S&P 500 Pure Value ETF in Q4 2022 and held it in 6 quarters.
  • Coppell Advisory Solutions's Invesco S&P 500 Pure Value ETF position peaked at $878K in Q3 2023.
  • 203 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.