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 Q2	–	Sell	-450	Closed	-$48.3K	–	1455
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 $1.89T 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

Golden State Equity Partners's RPV Position: Q2 2026 in Review

Golden State Equity Partners sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q2 2026, closing a stake of 450 shares — an estimated $48.3K sold.

Golden State Equity Partners first reported a position in RPV in Q1 2022 and held it in 3 quarters. The position peaked at $1.21M in Q1 2023. 240 funds tracked by Wall St. Rank hold RPV as of Q2 2026.

Golden State Equity Partners reported no remaining Invesco S&P 500 Pure Value ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 450 Invesco S&P 500 Pure Value ETF shares in Q2 2026, an estimated $48.3K.
Golden State Equity Partners first reported a position in Invesco S&P 500 Pure Value ETF in Q1 2022 and held it in 3 quarters.
Golden State Equity Partners's Invesco S&P 500 Pure Value ETF position peaked at $1.21M in Q1 2023.
240 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.