BFC Planning, Inc.’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

BFC Planning, Inc.’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	$76.6K	Hold	673	–	–	﹤0.01%	1343
2026 Q1	$72.3K	Hold	673	–	–	﹤0.01%	1210
2025 Q4	$69.6K	Hold	673	–	–	﹤0.01%	1231
2025 Q3	$66.9K	Sell	673 -126	-16%	-$12.1K	﹤0.01%	1072
2025 Q2	$74.9K	Hold	799	–	–	0.01%	986
2025 Q1	$73.8K	Hold	799	–	–	0.01%	972
2024 Q4	$72.1K	Buy	+799	New	+$73.2K	0.01%	983

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

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 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

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 $45.2B AUM 20.72% 1-Year Est. Return

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

BFC Planning, Inc.'s RPV Position: Q2 2026 in Review

BFC Planning, Inc. held its Invesco S&P 500 Pure Value ETF (RPV) position steady in Q2 2026 at 673 shares worth $76.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

BFC Planning, Inc. first reported a position in RPV in Q4 2024 and has held it in 7 quarters since. 243 funds tracked by Wall St. Rank hold RPV as of Q2 2026.

BFC Planning, Inc. held 673 shares of Invesco S&P 500 Pure Value ETF worth $76.6K as of Q2 2026.
BFC Planning, Inc. left its Invesco S&P 500 Pure Value ETF share count unchanged in Q2 2026.
Invesco S&P 500 Pure Value ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1343 holding.
BFC Planning, Inc. first reported a position in Invesco S&P 500 Pure Value ETF in Q4 2024 and has held it in 7 quarters since.
243 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.