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Executive Wealth Management’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Executive Wealth Management’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
2019
Q1 		– Sell
-128
Closed -$9K – 920
2018
Q4 		$9K Buy
+128
New +$8.15K ﹤0.01% 589

Other funds holding RPV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Executive Wealth Management's RPV Position: Q1 2019 in Review

Executive Wealth Management sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q1 2019, closing a stake of 128 shares — an estimated $9K sold.

Executive Wealth Management first reported a position in RPV in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 120 funds tracked by Wall St. Rank hold RPV as of Q1 2019.

  • Executive Wealth Management reported no remaining Invesco S&P 500 Pure Value ETF position as of Q1 2019 after selling out during the quarter.
  • Executive Wealth Management sold 128 Invesco S&P 500 Pure Value ETF shares in Q1 2019, an estimated $9K.
  • Executive Wealth Management first reported a position in Invesco S&P 500 Pure Value ETF in Q4 2018 and held it in 1 quarter.
  • Executive Wealth Management's Invesco S&P 500 Pure Value ETF position peaked at $9K in Q4 2018.
  • 120 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.