Cornerstone Planning Group
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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
Q3 		– Sell
-195
Closed -$23.2K – 1368
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

Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Peak Financial Management
Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return
Trinity Wealth Management
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
Planned Solutions
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return
WA
WP Advisors San Francisco, California $436M AUM 23.46% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
New England Private Wealth Advisors
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

Cornerstone Planning Group's RPV Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q3 2026, closing a stake of 195 shares — an estimated $23.2K sold.

Cornerstone Planning Group first reported a position in RPV in Q4 2025 and held it in 3 quarters. The position peaked at $23.2K in Q2 2026. 61 funds tracked by Wall St. Rank hold RPV as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Invesco S&P 500 Pure Value ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 195 Invesco S&P 500 Pure Value ETF shares in Q3 2026, an estimated $23.2K.
  • Cornerstone Planning Group first reported a position in Invesco S&P 500 Pure Value ETF in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Invesco S&P 500 Pure Value ETF position peaked at $23.2K in Q2 2026.
  • 61 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.