Wealthspire Advisors (New York)’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-521	Closed	-$51.8K	–	2499
2025 Q3	$51.8K	Buy	+521	New	+$49.9K	﹤0.01%	1239
2025 Q2	–	Sell	-3,914	Closed	-$361K	–	870
2025 Q1	$361K	Hold	3,914	–	–	﹤0.01%	593
2024 Q4	$353K	Sell	3,914 -1,604	-29%	-$147K	﹤0.01%	610
2024 Q3	$491K	Hold	5,518	–	–	0.01%	504
2024 Q2	$460K	Buy	+5,518	New	+$468K	0.01%	449
2020 Q2	–	Sell	-6,742	Closed	-$269K	–	475
2020 Q1	$269K	Buy	+6,742	New	+$397K	0.01%	409

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 $204B AUM 27.99% 1-Year Est. Return

ACM

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MLM

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

FDDB

Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s RPV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q4 2025, closing a stake of 521 shares — an estimated $51.8K sold.

Wealthspire Advisors (New York) first reported a position in RPV in Q1 2020 and held it in 6 quarters. The position peaked at $491K in Q3 2024. 207 funds tracked by Wall St. Rank hold RPV as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Invesco S&P 500 Pure Value ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 521 Invesco S&P 500 Pure Value ETF shares in Q4 2025, an estimated $51.8K.
Wealthspire Advisors (New York) first reported a position in Invesco S&P 500 Pure Value ETF in Q1 2020 and held it in 6 quarters.
Wealthspire Advisors (New York)'s Invesco S&P 500 Pure Value ETF position peaked at $491K in Q3 2024.
207 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.