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Laurel Wealth Advisors (North Carolina)’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2019
Q3 		– Sell
-42
Closed -$3K – 535
2019
Q2 		$3K Buy
+42
New +$2.69K ﹤0.01% 470

Other funds holding RPV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s RPV Position: Q3 2019 in Review

Laurel Wealth Advisors (North Carolina) sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q3 2019, closing a stake of 42 shares — an estimated $3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in RPV in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 121 funds tracked by Wall St. Rank hold RPV as of Q3 2019.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Invesco S&P 500 Pure Value ETF position as of Q3 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 42 Invesco S&P 500 Pure Value ETF shares in Q3 2019, an estimated $3K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Invesco S&P 500 Pure Value ETF in Q2 2019 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Invesco S&P 500 Pure Value ETF position peaked at $3K in Q2 2019.
  • 121 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q3 2019.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2019, filed 13 Nov 2019.