4WM
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49 Wealth Management’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

49 Wealth Management’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
2024
Q4 		– Sell
-10,473
Closed -$411K – 187
2024
Q3 		$411K Sell
10,473
-6,912
-40% -$257K 0.07% 95
2024
Q2 		$646K Sell
17,385
-110
-0.6% -$3.93K 0.13% 70
2024
Q1 		$642K Sell
17,495
-458
-3% -$15.8K 0.14% 47
2023
Q4 		$579K Buy
+17,953
New +$549K 0.15% 47

Other funds holding RPG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
FSA
Financial Security Advisor Virginia Beach, Virginia $615M AUM 26.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

49 Wealth Management's RPG Position: Q4 2024 in Review

49 Wealth Management sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q4 2024, closing a stake of 10,473 shares — an estimated $411K sold.

49 Wealth Management first reported a position in RPG in Q4 2023 and held it in 4 quarters. The position peaked at $646K in Q2 2024. 257 funds tracked by Wall St. Rank hold RPG as of Q4 2024.

  • 49 Wealth Management reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q4 2024 after selling out during the quarter.
  • 49 Wealth Management sold 10,473 Invesco S&P 500 Pure Growth ETF shares in Q4 2024, an estimated $411K.
  • 49 Wealth Management first reported a position in Invesco S&P 500 Pure Growth ETF in Q4 2023 and held it in 4 quarters.
  • 49 Wealth Management's Invesco S&P 500 Pure Growth ETF position peaked at $646K in Q2 2024.
  • 257 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q4 2024.

Based on 49 Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.