KWM
RPV icon

Kingsview Wealth Management’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Kingsview Wealth 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
2025
Q3 		– Sell
-52,221
Closed -$4.9M – 1280
2025
Q2 		$4.9M Buy
+52,221
New +$4.69M 0.08% 254
2024
Q4 		– Sell
-35,876
Closed -$3.19M – 1172
2024
Q3 		$3.19M Buy
+35,876
New +$3.1M 0.07% 270
2021
Q3 		– Sell
-10,316
Closed -$802K – 997
2021
Q2 		$802K Buy
+10,316
New +$805K 0.04% 429
2020
Q1 		– Sell
-24,266
Closed -$1.68M – 565
2019
Q4 		$1.68M Sell
24,266
-22,100
-48% -$1.48M 0.21% 133
2019
Q3 		$3.01M Buy
46,366
+10,196
+28% +$652K 0.47% 61
2019
Q2 		$2.35M Sell
36,170
-3,206
-8% -$206K 0.39% 71
2019
Q1 		$2.48M Buy
39,376
+7,001
+22% +$439K 0.38% 69
2018
Q4 		$1.84M Buy
32,375
+8,949
+38% +$570K 0.4% 74
2018
Q3 		$1.61M Buy
23,426
+7,358
+46% +$502K 0.33% 97
2018
Q2 		$1.06M Sell
16,068
-722
-4% -$47.9K 0.25% 119
2018
Q1 		$1.08M Buy
16,790
+656
+4% +$44.1K 0.27% 108
2017
Q4 		$1.07M Buy
16,134
+1,667
+12% +$106K 0.38% 77
2017
Q3 		$890K Buy
14,467
+1,037
+8% +$62.4K 0.39% 76
2017
Q2 		$800K Buy
13,430
+2,574
+24% +$151K 0.41% 78
2017
Q1 		$639K Buy
+10,856
New +$643K 0.38% 92

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
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
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Kingsview Wealth Management's RPV Position: Q3 2025 in Review

Kingsview Wealth Management sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q3 2025, closing a stake of 52,221 shares — an estimated $4.9M sold.

Kingsview Wealth Management first reported a position in RPV in Q1 2017 and held it in 15 quarters. The position peaked at $4.9M in Q2 2025. 195 funds tracked by Wall St. Rank hold RPV as of Q3 2025.

  • Kingsview Wealth Management reported no remaining Invesco S&P 500 Pure Value ETF position as of Q3 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 52,221 Invesco S&P 500 Pure Value ETF shares in Q3 2025, an estimated $4.9M.
  • Kingsview Wealth Management first reported a position in Invesco S&P 500 Pure Value ETF in Q1 2017 and held it in 15 quarters.
  • Kingsview Wealth Management's Invesco S&P 500 Pure Value ETF position peaked at $4.9M in Q2 2025.
  • 195 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.