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Cornerstone Planning Group’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Cornerstone Planning Group’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
Q2 		$23.2K Sell
195
-1
-0.5% -$112 ﹤0.01% 627
2026
Q1 		$21.7K Buy
196
+1
+0.5% +$109 ﹤0.01% 639
2025
Q4 		$20.7K Buy
+195
New +$19.6K ﹤0.01% 582

Other funds holding RPV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Cornerstone Planning Group's RPV Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Invesco S&P 500 Pure Value ETF (RPV) stake by 0.51% in Q2 2026, selling an estimated $112 and leaving 195 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Cornerstone Planning Group first reported a position in RPV in Q4 2025 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold RPV as of Q2 2026.

  • Cornerstone Planning Group held 195 shares of Invesco S&P 500 Pure Value ETF worth $23.2K as of Q2 2026.
  • Cornerstone Planning Group sold 1 Invesco S&P 500 Pure Value ETF share in Q2 2026, an estimated $112.
  • Invesco S&P 500 Pure Value ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #627 holding.
  • Cornerstone Planning Group first reported a position in Invesco S&P 500 Pure Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 240 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.