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Creative Financial Designs’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Creative Financial Designs’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
-10
Closed -$902 – 2118
2024
Q4 		$902 Hold
10
– – ﹤0.01% 1700
2024
Q3 		$889 Hold
10
– – ﹤0.01% 1590
2024
Q2 		$834 Hold
10
– – ﹤0.01% 1553
2024
Q1 		$884 Buy
+10
New +$828 ﹤0.01% 1561
2023
Q4 		– Sell
-270
Closed -$19.9K – 1641
2023
Q3 		$19.9K Buy
+270
New +$20.9K ﹤0.01% 855
2023
Q2 		– Sell
-89
Closed -$6.72K – 1510
2023
Q1 		$6.72K Buy
89
+1
+1% +$81 ﹤0.01% 1048
2022
Q4 		$6.86K Buy
88
+1
+1% +$78 ﹤0.01% 971
2022
Q3 		$6K Hold
87
– – ﹤0.01% 1008
2022
Q2 		$7K Buy
87
+1
+1% +$82 ﹤0.01% 945
2022
Q1 		$7K Hold
86
– – ﹤0.01% 991
2021
Q4 		$7K Buy
86
+1
+1% +$80 ﹤0.01% 967
2021
Q3 		$6K Buy
+85
New +$6.47K ﹤0.01% 1127

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

Creative Financial Designs's RPV Position: Q1 2025 in Review

Creative Financial Designs sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q1 2025, closing a stake of 10 shares — an estimated $902 sold.

Creative Financial Designs first reported a position in RPV in Q3 2021 and held it in 12 quarters. The position peaked at $19.9K in Q3 2023. 203 funds tracked by Wall St. Rank hold RPV as of Q1 2025.

  • Creative Financial Designs reported no remaining Invesco S&P 500 Pure Value ETF position as of Q1 2025 after selling out during the quarter.
  • Creative Financial Designs sold 10 Invesco S&P 500 Pure Value ETF shares in Q1 2025, an estimated $902.
  • Creative Financial Designs first reported a position in Invesco S&P 500 Pure Value ETF in Q3 2021 and held it in 12 quarters.
  • Creative Financial Designs's Invesco S&P 500 Pure Value ETF position peaked at $19.9K in Q3 2023.
  • 203 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.