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Polaris Wealth Advisory Group’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-307
Closed -$21K – 381
2018
Q3 		$21K Buy
+307
New +$21K ﹤0.01% 324

Other funds holding RPV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Polaris Wealth Advisory Group's RPV Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q4 2018, closing a stake of 307 shares — an estimated $21K sold.

Polaris Wealth Advisory Group first reported a position in RPV in Q3 2018 and held it in 1 quarter. The position peaked at $21K in Q3 2018. 121 funds tracked by Wall St. Rank hold RPV as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Invesco S&P 500 Pure Value ETF position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 307 Invesco S&P 500 Pure Value ETF shares in Q4 2018, an estimated $21K.
  • Polaris Wealth Advisory Group first reported a position in Invesco S&P 500 Pure Value ETF in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Invesco S&P 500 Pure Value ETF position peaked at $21K in Q3 2018.
  • 121 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.