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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDDB

Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SYM Financial Corp's RPV Position: Q1 2026 in Review

SYM Financial Corp held its Invesco S&P 500 Pure Value ETF (RPV) position steady in Q1 2026 at 933 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #347.

SYM Financial Corp first reported a position in RPV in Q2 2025 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold RPV as of Q1 2026.

SYM Financial Corp held 933 shares of Invesco S&P 500 Pure Value ETF worth $100K as of Q1 2026.
SYM Financial Corp left its Invesco S&P 500 Pure Value ETF share count unchanged in Q1 2026.
Invesco S&P 500 Pure Value ETF made up 0.01% of SYM Financial Corp's portfolio in Q1 2026, its #347 holding.
SYM Financial Corp first reported a position in Invesco S&P 500 Pure Value ETF in Q2 2025 and has held it in 4 quarters since.
228 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.