Independent Financial Group’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Independent Financial Group’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 Q3	$232K	Buy	2,021 +2	+0.1%	+$239	﹤0.01%	1421
2026 Q2	$230K	Sell	2,019 -68	-3%	-$7.59K	﹤0.01%	1400
2026 Q1	$224K	Buy	2,087 +3	+0.1%	+$326	0.01%	1327
2025 Q4	$215K	Buy	2,084 +29	+1%	+$2.92K	﹤0.01%	1315
2025 Q3	$204K	Buy	+2,055	New	+$197K	﹤0.01%	1283
2023 Q1	–	Sell	-2,596	Closed	-$202K	–	879
2022 Q4	$202K	Buy	+2,596	New	+$202K	0.02%	717
2022 Q3	–	Sell	-2,789	Closed	-$209K	–	778
2022 Q2	$209K	Hold	2,789	–	–	0.02%	627
2022 Q1	$239K	Hold	2,789	–	–	0.02%	686
2021 Q4	$225K	Hold	2,789	–	–	0.02%	689
2021 Q3	$211K	Hold	2,789	–	–	0.02%	653
2021 Q2	$215K	Buy	+2,789	New	+$218K	0.02%	644

Other funds holding RPV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

HCP

Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

MWM

Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Independent Financial Group's RPV Position: Q3 2026 in Review

Independent Financial Group increased its Invesco S&P 500 Pure Value ETF (RPV) stake by 0.1% in Q3 2026, buying an estimated $239 and bringing the position to 2,021 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Independent Financial Group first reported a position in RPV in Q2 2021 and has held it in 11 quarters since. The position peaked at $239K in Q1 2022. 23 funds tracked by Wall St. Rank hold RPV as of Q3 2026.

Independent Financial Group held 2,021 shares of Invesco S&P 500 Pure Value ETF worth $232K as of Q3 2026.
Independent Financial Group bought 2 Invesco S&P 500 Pure Value ETF shares in Q3 2026, an estimated $239.
Invesco S&P 500 Pure Value ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1421 holding.
Independent Financial Group first reported a position in Invesco S&P 500 Pure Value ETF in Q2 2021 and has held it in 11 quarters since.
Independent Financial Group's Invesco S&P 500 Pure Value ETF position peaked at $239K in Q1 2022.
23 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.