Accurate Wealth Management
RPG icon

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

Accurate 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
2026
Q3 		$956K Sell
16,440
-99
-0.6% -$5.74K 0.08% 237
2026
Q2 		$1M Sell
16,539
-155
-0.9% -$8.8K 0.1% 223
2026
Q1 		$855K Sell
16,694
-96
-0.6% -$4.67K 0.1% 219
2025
Q4 		$813K Sell
16,790
-274
-2% -$12.8K 0.1% 206
2025
Q3 		$814K Buy
17,064
+624
+4% +$29.2K 0.11% 201
2025
Q2 		$763K Sell
16,440
-20
-0.1% -$821 0.12% 189
2025
Q1 		$604K Hold
16,460
– – 0.12% 181
2024
Q4 		$685K Hold
16,460
– – 0.13% 166
2024
Q3 		$666K Hold
16,460
– – 0.13% 157
2024
Q2 		$634K Hold
16,460
– – 0.15% 139
2024
Q1 		$550K Sell
16,460
-40
-0.2% -$1.38K 0.16% 137
2023
Q4 		$529K Hold
16,500
– – 0.16% 129
2023
Q3 		$514K Hold
16,500
– – 0.16% 133
2023
Q2 		$506K Sell
16,500
-1,300
-7% -$38.9K 0.16% 135
2023
Q1 		$544K Hold
17,800
– – 0.19% 126
2022
Q4 		$544K Buy
+17,800
New +$549K 0.2% 95

Other funds holding RPG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Financial Security Advisor
Financial Security Advisor Virginia Beach, Virginia $599M AUM 18.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
One Capital Management
One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Accurate Wealth Management's RPG Position: Q3 2026 in Review

Accurate Wealth Management reduced its Invesco S&P 500 Pure Growth ETF (RPG) stake by 0.6% in Q3 2026, selling an estimated $5.74K and leaving 16,440 shares worth $956K. The position accounts for 0.08% of the portfolio, ranked #237.

Accurate Wealth Management first reported a position in RPG in Q4 2022 and has held it in 16 quarters since. The position peaked at $1M in Q2 2026. 217 funds tracked by Wall St. Rank hold RPG as of Q3 2026.

  • Accurate Wealth Management held 16,440 shares of Invesco S&P 500 Pure Growth ETF worth $956K as of Q3 2026.
  • Accurate Wealth Management sold 99 Invesco S&P 500 Pure Growth ETF shares in Q3 2026, an estimated $5.74K.
  • Invesco S&P 500 Pure Growth ETF made up 0.08% of Accurate Wealth Management's portfolio in Q3 2026, its #237 holding.
  • Accurate Wealth Management first reported a position in Invesco S&P 500 Pure Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Accurate Wealth Management's Invesco S&P 500 Pure Growth ETF position peaked at $1M in Q2 2026.
  • 217 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.