Global View Capital Management’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Global View Capital 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
2026 Q1	$5.25M	Buy	48,901 +43,434	+794%	+$4.72M	1.39%	8
2025 Q4	$565K	Sell	5,467 -9,832	-64%	-$991K	0.11%	72
2025 Q3	$1.52M	Buy	+15,299	New	+$1.46M	0.32%	33
2025 Q2	–	Sell	-53,014	Closed	-$4.9M	–	133
2025 Q1	$4.9M	Buy	+53,014	New	+$4.88M	1.78%	7

Other funds holding RPV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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 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 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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Global View Capital Management's RPV Position: Q1 2026 in Review

Global View Capital Management increased its Invesco S&P 500 Pure Value ETF (RPV) stake by 794% in Q1 2026, buying an estimated $4.72M and bringing the position to 48,901 shares worth $5.25M. The position accounts for 1.39% of the portfolio, ranked #8.

Global View Capital Management first reported a position in RPV in Q1 2025 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold RPV as of Q1 2026.

Global View Capital Management held 48,901 shares of Invesco S&P 500 Pure Value ETF worth $5.25M as of Q1 2026.
Global View Capital Management bought 43,434 Invesco S&P 500 Pure Value ETF shares in Q1 2026, an estimated $4.72M.
Invesco S&P 500 Pure Value ETF made up 1.39% of Global View Capital Management's portfolio in Q1 2026, its #8 holding.
Global View Capital Management first reported a position in Invesco S&P 500 Pure Value ETF in Q1 2025 and has held it in 4 quarters since.
228 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q1 2026.

Based on Global View Capital Management's 13F filing for Q1 2026, filed 4 May 2026.