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New Wave Wealth Advisors’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

New Wave Wealth Advisors’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 		$2.36M Buy
+20,741
New +$2.32M 0.64% 39
2025
Q1 		– Sell
-64
Closed -$5.77K – 563
2024
Q4 		$5.77K Buy
+64
New +$5.87K ﹤0.01% 418

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
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 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

New Wave Wealth Advisors's RPV Position: Q2 2026 in Review

New Wave Wealth Advisors opened a new position in Invesco S&P 500 Pure Value ETF (RPV) in Q2 2026: 20,741 shares worth $2.36M. The stake represents 0.64% of the portfolio and ranks #39 among its holdings. This is a return to the name: New Wave Wealth Advisors previously reported a position in RPV as recently as Q4 2024.

New Wave Wealth Advisors first reported a position in RPV in Q4 2024 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold RPV as of Q2 2026.

  • New Wave Wealth Advisors held 20,741 shares of Invesco S&P 500 Pure Value ETF worth $2.36M as of Q2 2026.
  • Invesco S&P 500 Pure Value ETF was a new New Wave Wealth Advisors position in Q2 2026.
  • Invesco S&P 500 Pure Value ETF made up 0.64% of New Wave Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • New Wave Wealth Advisors first reported a position in Invesco S&P 500 Pure Value ETF in Q4 2024 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.