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Kiely Wealth Advisory Group’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Kiely Wealth Advisory 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
2024
Q4 		$6.65K Hold
73
– – ﹤0.01% 227
2024
Q3 		$6.88K Hold
73
– – ﹤0.01% 230
2024
Q2 		$6.09K Hold
73
– – ﹤0.01% 221
2024
Q1 		$6.22K Hold
73
– – ﹤0.01% 192
2023
Q4 		$5.95K Buy
+73
New +$5.46K ﹤0.01% 193

Other funds holding RPV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $666B AUM 30.12% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Kiely Wealth Advisory Group's RPV Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Invesco S&P 500 Pure Value ETF (RPV) position steady in Q4 2024 at 73 shares worth $6.65K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Kiely Wealth Advisory Group first reported a position in RPV in Q4 2023 and has held it in 5 quarters since. The position peaked at $6.88K in Q3 2024. 208 funds tracked by Wall St. Rank hold RPV as of Q4 2024.

  • Kiely Wealth Advisory Group held 73 shares of Invesco S&P 500 Pure Value ETF worth $6.65K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Invesco S&P 500 Pure Value ETF share count unchanged in Q4 2024.
  • Invesco S&P 500 Pure Value ETF made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #227 holding.
  • Kiely Wealth Advisory Group first reported a position in Invesco S&P 500 Pure Value ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Invesco S&P 500 Pure Value ETF position peaked at $6.88K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.