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

Wipfli 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
2022
Q3 		$1.15M Buy
16,406
+9,563
+140% +$735K 0.08% 105
2022
Q2 		$514K Sell
6,843
-2,572
-27% -$211K 0.06% 53
2022
Q1 		$806K Buy
+9,415
New +$787K 0.08% 46

Other funds holding RPV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wipfli Financial Advisors's RPV Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Invesco S&P 500 Pure Value ETF (RPV) stake by 140% in Q3 2022, buying an estimated $735K and bringing the position to 16,406 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #105.

Wipfli Financial Advisors first reported a position in RPV in Q1 2022 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold RPV as of Q3 2022.

  • Wipfli Financial Advisors held 16,406 shares of Invesco S&P 500 Pure Value ETF worth $1.15M as of Q3 2022.
  • Wipfli Financial Advisors bought 9,563 Invesco S&P 500 Pure Value ETF shares in Q3 2022, an estimated $735K.
  • Invesco S&P 500 Pure Value ETF made up 0.08% of Wipfli Financial Advisors's portfolio in Q3 2022, its #105 holding.
  • Wipfli Financial Advisors first reported a position in Invesco S&P 500 Pure Value ETF in Q1 2022 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.