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Estate Planners Group’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Estate Planners 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
Q1 		– Sell
-81
Closed -$8.34K – 346
2025
Q4 		$8.34K Buy
+81
New +$8.16K ﹤0.01% 297

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
MLM
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Estate Planners Group's RPV Position: Q1 2026 in Review

Estate Planners Group sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q1 2026, closing a stake of 81 shares — an estimated $8.34K sold.

Estate Planners Group first reported a position in RPV in Q4 2025 and held it in 1 quarter. The position peaked at $8.34K in Q4 2025. 229 funds tracked by Wall St. Rank hold RPV as of Q1 2026.

  • Estate Planners Group reported no remaining Invesco S&P 500 Pure Value ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 81 Invesco S&P 500 Pure Value ETF shares in Q1 2026, an estimated $8.34K.
  • Estate Planners Group first reported a position in Invesco S&P 500 Pure Value ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Invesco S&P 500 Pure Value ETF position peaked at $8.34K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.