Moisand Fitzgerald Tamayo’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Moisand Fitzgerald Tamayo’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	$18.1K	Hold	159	–	–	﹤0.01%	298
2026 Q1	$17.1K	Hold	159	–	–	﹤0.01%	288
2025 Q4	$16.4K	Hold	159	–	–	﹤0.01%	294
2025 Q3	$15.8K	Hold	159	–	–	﹤0.01%	304
2025 Q2	$14.9K	Hold	159	–	–	﹤0.01%	303
2025 Q1	$14.7K	Hold	159	–	–	﹤0.01%	300
2024 Q4	$14.3K	Hold	159	–	–	﹤0.01%	298
2024 Q3	$14.1K	Buy	+159	New	+$13.7K	﹤0.01%	315

Other funds holding RPV

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

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

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return