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1834 Investment Advisors’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

1834 Investment Advisors’s Portfolio RPG Stock Details RPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-250
Closed -$5K – 456
2018
Q1 		$5K Sell
250
-250
-50% -$5.57K ﹤0.01% 414
2017
Q4 		$10K Buy
+500
New +$10.4K ﹤0.01% 410
2014
Q2 		– Sell
-14,730
Closed -$216K – 165
2014
Q1 		$216K Hold
14,730
– – 0.06% 144
2013
Q4 		$207K Buy
+14,730
New +$197K 0.06% 153

Other funds holding RPG

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return