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

LifeSteps Financial’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 Q2	$5.8K	Buy	+51	New	+$5.69K	﹤0.01%	510
2024 Q2	–	Sell	-51	Closed	-$4.51K	–	334
2024 Q1	$4.51K	Buy	+51	New	+$4.22K	﹤0.01%	347

Other funds holding RPV

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

LifeSteps Financial's RPV Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Invesco S&P 500 Pure Value ETF (RPV) in Q2 2026: 51 shares worth $5.8K. The stake represents ﹤0.01% of the portfolio and ranks #510 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in RPV as recently as Q1 2024.

LifeSteps Financial first reported a position in RPV in Q1 2024 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold RPV as of Q2 2026.

LifeSteps Financial held 51 shares of Invesco S&P 500 Pure Value ETF worth $5.8K as of Q2 2026.
Invesco S&P 500 Pure Value ETF was a new LifeSteps Financial position in Q2 2026.
Invesco S&P 500 Pure Value ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #510 holding.
LifeSteps Financial first reported a position in Invesco S&P 500 Pure Value ETF in Q1 2024 and has held it in 2 quarters since.
84 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.