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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
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

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Moulton Wealth Management's RPV Position: Q2 2026 in Review

Moulton Wealth Management increased its Invesco S&P 500 Pure Value ETF (RPV) stake by 62% in Q2 2026, buying an estimated $251K and bringing the position to 5,892 shares worth $678K. The position accounts for 0.45% of the portfolio, ranked #47.

Moulton Wealth Management first reported a position in RPV in Q1 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold RPV as of Q2 2026.

  • Moulton Wealth Management held 5,892 shares of Invesco S&P 500 Pure Value ETF worth $678K as of Q2 2026.
  • Moulton Wealth Management bought 2,247 Invesco S&P 500 Pure Value ETF shares in Q2 2026, an estimated $251K.
  • Invesco S&P 500 Pure Value ETF made up 0.45% of Moulton Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Moulton Wealth Management first reported a position in Invesco S&P 500 Pure Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.