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

Summit Financial’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	$1.06M	Buy	+9,298	New	+$1.04M	0.01%	829

Other funds holding RPV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Summit Financial's RPV Position: Q2 2026 in Review

Summit Financial opened a new position in Invesco S&P 500 Pure Value ETF (RPV) in Q2 2026: 9,298 shares worth $1.06M. The stake represents 0.01% of the portfolio and ranks #829 among its holdings.

239 funds tracked by Wall St. Rank hold RPV as of Q2 2026.

Summit Financial held 9,298 shares of Invesco S&P 500 Pure Value ETF worth $1.06M as of Q2 2026.
Invesco S&P 500 Pure Value ETF was a new Summit Financial position in Q2 2026.
Invesco S&P 500 Pure Value ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #829 holding.
239 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.