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IFC & Insurance Marketing’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-301
Closed -$31K – 541
2025
Q4 		$31K Buy
+301
New +$30.3K 0.03% 232

Other funds holding RPV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $786B AUM 40.34% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return
LPL Financial
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IFC & Insurance Marketing's RPV Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q1 2026, closing a stake of 301 shares — an estimated $31K sold.

IFC & Insurance Marketing first reported a position in RPV in Q4 2025 and held it in 1 quarter. The position peaked at $31K in Q4 2025. 228 funds tracked by Wall St. Rank hold RPV as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Invesco S&P 500 Pure Value ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 301 Invesco S&P 500 Pure Value ETF shares in Q1 2026, an estimated $31K.
  • IFC & Insurance Marketing first reported a position in Invesco S&P 500 Pure Value ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Invesco S&P 500 Pure Value ETF position peaked at $31K in Q4 2025.
  • 228 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.