FFA
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Farther Finance Advisors’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Farther Finance 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
2026
Q1 		$80.5K Sell
752
-2,424
-76% -$263K ﹤0.01% 2661
2025
Q4 		$328K Buy
3,176
+12
+0.4% +$1.21K ﹤0.01% 1590
2025
Q3 		$314K Sell
3,164
-409
-11% -$39.2K ﹤0.01% 1357
2025
Q2 		$335K Buy
3,573
+3,162
+769% +$284K 0.01% 1121
2025
Q1 		$37.9K Buy
411
+358
+675% +$32.9K ﹤0.01% 2039
2024
Q4 		$4.76K Buy
53
+1
+2% +$92 ﹤0.01% 2688
2024
Q3 		$4.67K Hold
52
– – ﹤0.01% 2676
2024
Q2 		$4.33K Hold
52
– – ﹤0.01% 2462
2024
Q1 		$4.56K Hold
52
– – ﹤0.01% 2110
2023
Q4 		$4.24K Buy
52
+1
+2% +$75 ﹤0.01% 2052
2023
Q3 		$3.77K Buy
+51
New +$3.95K ﹤0.01% 1618

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $610M AUM 17.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return