Founders Financial Alliance’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Founders Financial Alliance’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 Q2	$16.6K	Buy	146 +1	+0.7%	+$112	﹤0.01%	651
2026 Q1	$15.6K	Buy	+145	New	+$15.8K	﹤0.01%	596
2025 Q4	–	Sell	-144	Closed	-$14.3K	–	693
2025 Q3	$14.3K	Buy	+144	New	+$13.8K	﹤0.01%	584
2025 Q1	–	Sell	-142	Closed	-$12.8K	–	647
2024 Q4	$12.8K	Hold	142	–	–	﹤0.01%	465
2024 Q3	$12.6K	Buy	142 +1	+0.7%	+$86	﹤0.01%	479
2024 Q2	$11.8K	Buy	141 +80	+131%	+$6.78K	﹤0.01%	466
2024 Q1	$5.39K	Hold	61	–	–	﹤0.01%	514
2023 Q4	$5.01K	Hold	61	–	–	﹤0.01%	464
2023 Q3	$4.49K	Hold	61	–	–	﹤0.01%	447
2023 Q2	$4.73K	Hold	61	–	–	﹤0.01%	474
2023 Q1	$4.67K	Hold	61	–	–	﹤0.01%	424
2022 Q4	$4.76K	Hold	61	–	–	﹤0.01%	446
2022 Q3	$4K	Buy	+61	New	+$4.69K	﹤0.01%	448
2022 Q2	–	Sell	-61	Closed	-$5K	–	541
2022 Q1	$5K	Hold	61	–	–	﹤0.01%	414
2021 Q4	$5K	Hold	61	–	–	﹤0.01%	455
2021 Q3	$5K	Hold	61	–	–	﹤0.01%	425
2021 Q2	$5K	Hold	61	–	–	﹤0.01%	444
2021 Q1	$5K	Hold	61	–	–	﹤0.01%	429
2020 Q4	$4K	Hold	61	–	–	﹤0.01%	394
2020 Q3	$3K	Buy	+61	New	+$3.04K	﹤0.01%	1154

Other funds holding RPV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Founders Financial Alliance's RPV Position: Q2 2026 in Review

Founders Financial Alliance increased its Invesco S&P 500 Pure Value ETF (RPV) stake by 0.69% in Q2 2026, buying an estimated $112 and bringing the position to 146 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Founders Financial Alliance first reported a position in RPV in Q3 2020 and has held it in 20 quarters since. 239 funds tracked by Wall St. Rank hold RPV as of Q2 2026.

Founders Financial Alliance held 146 shares of Invesco S&P 500 Pure Value ETF worth $16.6K as of Q2 2026.
Founders Financial Alliance bought 1 Invesco S&P 500 Pure Value ETF share in Q2 2026, an estimated $112.
Invesco S&P 500 Pure Value ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #651 holding.
Founders Financial Alliance first reported a position in Invesco S&P 500 Pure Value ETF in Q3 2020 and has held it in 20 quarters since.
239 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.