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Sequoia Financial Advisors’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Sequoia Financial 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 		$254K Sell
2,230
-5
-0.2% -$558 ﹤0.01% 1799
2026
Q1 		$240K Sell
2,235
-85
-4% -$9.24K ﹤0.01% 1692
2025
Q4 		$240K Buy
2,320
+90
+4% +$9.07K ﹤0.01% 1700
2025
Q3 		$222K Hold
2,230
– – ﹤0.01% 1579
2025
Q2 		$209K Sell
2,230
-1
-0% -$90 ﹤0.01% 1462
2025
Q1 		$206K Buy
2,231
+1
+0% +$92 ﹤0.01% 1257
2024
Q4 		$201K Buy
+2,230
New +$204K ﹤0.01% 1227

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

Sequoia Financial Advisors's RPV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Invesco S&P 500 Pure Value ETF (RPV) stake by 0.22% in Q2 2026, selling an estimated $558 and leaving 2,230 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Sequoia Financial Advisors first reported a position in RPV in Q4 2024 and has held it in 7 quarters since. 241 funds tracked by Wall St. Rank hold RPV as of Q2 2026.

  • Sequoia Financial Advisors held 2,230 shares of Invesco S&P 500 Pure Value ETF worth $254K as of Q2 2026.
  • Sequoia Financial Advisors sold 5 Invesco S&P 500 Pure Value ETF shares in Q2 2026, an estimated $558.
  • Invesco S&P 500 Pure Value ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1799 holding.
  • Sequoia Financial Advisors first reported a position in Invesco S&P 500 Pure Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 241 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.