Golden State Equity Partners’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Golden State Equity 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	$48.3K	Buy	+450	New	+$48.9K	﹤0.01%	899
2023 Q2	–	Sell	-16,003	Closed	-$1.21M	–	396
2023 Q1	$1.21M	Buy	+16,003	New	+$1.3M	0.66%	47
2022 Q1	$864K	Buy	+10,086	New	+$843K	0.43%	67

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

Golden State Equity Partners's RPV Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Invesco S&P 500 Pure Value ETF (RPV) in Q1 2026: 450 shares worth $48.3K. The stake represents ﹤0.01% of the portfolio and ranks #899 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in RPV as recently as Q1 2023.

Golden State Equity Partners first reported a position in RPV in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.21M in Q1 2023. 228 funds tracked by Wall St. Rank hold RPV as of Q1 2026.

Golden State Equity Partners held 450 shares of Invesco S&P 500 Pure Value ETF worth $48.3K as of Q1 2026.
Invesco S&P 500 Pure Value ETF was a new Golden State Equity Partners position in Q1 2026.
Invesco S&P 500 Pure Value ETF made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #899 holding.
Golden State Equity Partners first reported a position in Invesco S&P 500 Pure Value ETF in Q1 2022 and has held it in 3 quarters since.
Golden State Equity Partners's Invesco S&P 500 Pure Value ETF position peaked at $1.21M in Q1 2023.
228 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.