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Hartford Financial Management’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Hartford Financial 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
2022
Q4 		– Sell
-20
Closed -$1K – 383
2022
Q3 		$1K Hold
20
– – ﹤0.01% 373
2022
Q2 		$2K Hold
20
– – ﹤0.01% 364
2022
Q1 		$2K Hold
20
– – ﹤0.01% 372
2021
Q4 		$2K Buy
+20
New +$1.59K ﹤0.01% 351

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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hartford Financial Management's RPV Position: Q4 2022 in Review

Hartford Financial Management sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

Hartford Financial Management first reported a position in RPV in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 236 funds tracked by Wall St. Rank hold RPV as of Q4 2022.

  • Hartford Financial Management reported no remaining Invesco S&P 500 Pure Value ETF position as of Q4 2022 after selling out during the quarter.
  • Hartford Financial Management sold 20 Invesco S&P 500 Pure Value ETF shares in Q4 2022, an estimated $1K.
  • Hartford Financial Management first reported a position in Invesco S&P 500 Pure Value ETF in Q4 2021 and held it in 4 quarters.
  • Hartford Financial Management's Invesco S&P 500 Pure Value ETF position peaked at $2K in Q2 2022.
  • 236 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q4 2022.

Based on Hartford Financial Management's 13F filing for Q4 2022, filed 1 Feb 2023.