DHGWA
RPV icon

Dixon Hughes Goodman Wealth Advisors’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022
Q1 		$9K Hold
100
– – ﹤0.01% 537
2021
Q4 		$8K Buy
+100
New +$7.96K ﹤0.01% 486

Other funds holding RPV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's RPV Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Invesco S&P 500 Pure Value ETF (RPV) position steady in Q1 2022 at 100 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Dixon Hughes Goodman Wealth Advisors first reported a position in RPV in Q4 2021 and has held it in 2 quarters since. 264 funds tracked by Wall St. Rank hold RPV as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 100 shares of Invesco S&P 500 Pure Value ETF worth $9K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Invesco S&P 500 Pure Value ETF share count unchanged in Q1 2022.
  • Invesco S&P 500 Pure Value ETF made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #537 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Invesco S&P 500 Pure Value ETF in Q4 2021 and has held it in 2 quarters since.
  • 264 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.