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 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

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

SYM Financial Corp's RPV Position: Q2 2026 in Review

SYM Financial Corp increased its Invesco S&P 500 Pure Value ETF (RPV) stake by 2.4% in Q2 2026, buying an estimated $2.46K and bringing the position to 955 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #410.

SYM Financial Corp first reported a position in RPV in Q2 2025 and has held it in 5 quarters since. 240 funds tracked by Wall St. Rank hold RPV as of Q2 2026.

SYM Financial Corp held 955 shares of Invesco S&P 500 Pure Value ETF worth $109K as of Q2 2026.
SYM Financial Corp bought 22 Invesco S&P 500 Pure Value ETF shares in Q2 2026, an estimated $2.46K.
Invesco S&P 500 Pure Value ETF made up 0.01% of SYM Financial Corp's portfolio in Q2 2026, its #410 holding.
SYM Financial Corp first reported a position in Invesco S&P 500 Pure Value ETF in Q2 2025 and has held it in 5 quarters since.
240 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.