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Gateway Wealth Partners’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Gateway Wealth Partners’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 		$2.78M Buy
25,863
+18,275
+241% +$1.99M 0.11% 203
2025
Q4 		$784K Buy
7,588
+10
+0.1% +$1.01K 0.09% 217
2025
Q3 		$753K Sell
7,578
-35
-0.5% -$3.35K 0.1% 201
2025
Q2 		$714K Sell
7,613
-117
-2% -$10.5K 0.14% 165
2025
Q1 		$714K Buy
7,730
+28
+0.4% +$2.58K 0.16% 141
2024
Q4 		$695K Buy
7,702
+38
+0.5% +$3.48K 0.18% 127
2024
Q3 		$681K Buy
7,664
+19
+0.2% +$1.64K 0.19% 116
2024
Q2 		$638K Buy
+7,645
New +$648K 0.19% 124

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 $671M AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $377B 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