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

Moulton 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
2026
Q3 		$973K Buy
8,448
+2,556
+43% +$306K 0.66% 33
2026
Q2 		$678K Buy
5,892
+2,247
+62% +$251K 0.45% 47
2026
Q1 		$391K Buy
+3,645
New +$396K 0.27% 46

Other funds holding RPV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

Moulton Wealth Management's RPV Position: Q3 2026 in Review

Moulton Wealth Management increased its Invesco S&P 500 Pure Value ETF (RPV) stake by 43% in Q3 2026, buying an estimated $306K and bringing the position to 8,448 shares worth $973K. The position accounts for 0.66% of the portfolio, ranked #33.

Moulton Wealth Management first reported a position in RPV in Q1 2026 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold RPV as of Q3 2026.

  • Moulton Wealth Management held 8,448 shares of Invesco S&P 500 Pure Value ETF worth $973K as of Q3 2026.
  • Moulton Wealth Management bought 2,556 Invesco S&P 500 Pure Value ETF shares in Q3 2026, an estimated $306K.
  • Invesco S&P 500 Pure Value ETF made up 0.66% of Moulton Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Moulton Wealth Management first reported a position in Invesco S&P 500 Pure Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q3 2026.

Based on Moulton Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.