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

Valeo Financial Advisors’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
2018 Q1	–	Sell	-44	Closed	-$3K	–	1593
2017 Q4	$3K	Buy	+44	New	+$2.81K	﹤0.01%	1127

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

BOS

Bank of Stockton Stockton, California $356M AUM 42.85% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Valeo Financial Advisors's RPV Position: Q1 2018 in Review

Valeo Financial Advisors sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q1 2018, closing a stake of 44 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in RPV in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 100 funds tracked by Wall St. Rank hold RPV as of Q1 2018.

Valeo Financial Advisors reported no remaining Invesco S&P 500 Pure Value ETF position as of Q1 2018 after selling out during the quarter.
Valeo Financial Advisors sold 44 Invesco S&P 500 Pure Value ETF shares in Q1 2018, an estimated $3K.
Valeo Financial Advisors first reported a position in Invesco S&P 500 Pure Value ETF in Q4 2017 and held it in 1 quarter.
Valeo Financial Advisors's Invesco S&P 500 Pure Value ETF position peaked at $3K in Q4 2017.
100 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q1 2018.

Based on Valeo Financial Advisors's 13F filing for Q1 2018, filed 12 Apr 2018.