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Sound Income Strategies’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Sound Income Strategies’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
-1,164
Closed -$125K – 2000
2026
Q1 		$125K Buy
1,164
+44
+4% +$4.78K 0.01% 533
2025
Q4 		$120K Buy
+1,120
New +$113K 0.01% 540

Other funds holding RPV

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WA
WP Advisors San Francisco, California $413M AUM 26.32% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Sound Income Strategies's RPV Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q2 2026, closing a stake of 1,164 shares — an estimated $125K sold.

Sound Income Strategies first reported a position in RPV in Q4 2025 and held it in 2 quarters. The position peaked at $125K in Q1 2026. 97 funds tracked by Wall St. Rank hold RPV as of Q2 2026.

  • Sound Income Strategies reported no remaining Invesco S&P 500 Pure Value ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,164 Invesco S&P 500 Pure Value ETF shares in Q2 2026, an estimated $125K.
  • Sound Income Strategies first reported a position in Invesco S&P 500 Pure Value ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Invesco S&P 500 Pure Value ETF position peaked at $125K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.