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

SYM Financial Corp’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 Q3	$107K	Sell	933 -22	-2%	-$2.63K	0.01%	445
2026 Q2	$109K	Buy	955 +22	+2%	+$2.46K	0.01%	410
2026 Q1	$100K	Hold	933	–	–	0.01%	347
2025 Q4	$96.4K	Buy	933 +217	+30%	+$21.9K	0.01%	349
2025 Q3	$71.2K	Hold	716	–	–	0.01%	356
2025 Q2	$67.1K	Buy	+716	New	+$64.3K	0.01%	351

Other funds holding RPV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Fidelity D&D Bancorp Dunmore, Pennsylvania $297M AUM 14.95% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SYM Financial Corp's RPV Position: Q3 2026 in Review

SYM Financial Corp reduced its Invesco S&P 500 Pure Value ETF (RPV) stake by 2.3% in Q3 2026, selling an estimated $2.63K and leaving 933 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #445.

SYM Financial Corp first reported a position in RPV in Q2 2025 and has held it in 6 quarters since. The position peaked at $109K in Q2 2026. 123 funds tracked by Wall St. Rank hold RPV as of Q3 2026.

SYM Financial Corp held 933 shares of Invesco S&P 500 Pure Value ETF worth $107K as of Q3 2026.
SYM Financial Corp sold 22 Invesco S&P 500 Pure Value ETF shares in Q3 2026, an estimated $2.63K.
Invesco S&P 500 Pure Value ETF made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #445 holding.
SYM Financial Corp first reported a position in Invesco S&P 500 Pure Value ETF in Q2 2025 and has held it in 6 quarters since.
SYM Financial Corp's Invesco S&P 500 Pure Value ETF position peaked at $109K in Q2 2026.
123 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.