Kovitz Investment Group Partners
RPV icon

Kovitz Investment Group Partners’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-5,285
Closed -$525K – 1139
2025
Q3 		$525K Sell
5,285
-234
-4% -$22.4K ﹤0.01% 1015
2025
Q2 		$518K Buy
5,519
+28
+0.5% +$2.51K ﹤0.01% 958
2025
Q1 		$507K Buy
5,491
+34
+0.6% +$3.13K ﹤0.01% 897
2024
Q4 		$492K Sell
5,457
-116
-2% -$10.6K ﹤0.01% 898
2024
Q3 		$496K Buy
+5,573
New +$481K ﹤0.01% 757

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 $610M AUM 17.51% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return