Principal Financial Group
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Principal Financial Group’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Principal Financial 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
2026
Q2 		– Sell
-943,183
Closed -$101M – 2243
2026
Q1 		$101M Hold
943,183
– – 0.05% 280
2025
Q4 		$97.5M Sell
943,183
-203,000
-18% -$20.5M 0.05% 281
2025
Q3 		$114M Hold
1,146,183
– – 0.06% 255
2025
Q2 		$107M Hold
1,146,183
– – 0.06% 264
2025
Q1 		$106M Hold
1,146,183
– – 0.06% 259
2024
Q4 		$103M Buy
1,146,183
+8,000
+0.7% +$733K 0.06% 269
2024
Q3 		$101M Buy
+1,138,183
New +$98.3M 0.06% 282

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Principal Financial Group's RPV Position: Q2 2026 in Review

Principal Financial Group sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q2 2026, closing a stake of 943,183 shares — an estimated $101M sold.

Principal Financial Group first reported a position in RPV in Q3 2024 and held it in 7 quarters. The position peaked at $114M in Q3 2025. 239 funds tracked by Wall St. Rank hold RPV as of Q2 2026.

  • Principal Financial Group reported no remaining Invesco S&P 500 Pure Value ETF position as of Q2 2026 after selling out during the quarter.
  • Principal Financial Group sold 943,183 Invesco S&P 500 Pure Value ETF shares in Q2 2026, an estimated $101M.
  • Principal Financial Group first reported a position in Invesco S&P 500 Pure Value ETF in Q3 2024 and held it in 7 quarters.
  • Principal Financial Group's Invesco S&P 500 Pure Value ETF position peaked at $114M in Q3 2025.
  • 239 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.