Acorn Wealth Advisors’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Acorn Wealth 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 Q3	–	Sell	-525	Closed	-$12K	–	364
2018 Q2	$12K	Hold	525	–	–	0.01%	487
2018 Q1	$12K	Hold	525	–	–	0.01%	480
2017 Q4	$11K	Buy	+525	New	+$10.9K	0.01%	478

Other funds holding RPG

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Acorn Wealth Advisors's RPG Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q3 2018, closing a stake of 525 shares — an estimated $12K sold.

Acorn Wealth Advisors first reported a position in RPG in Q4 2017 and held it in 3 quarters. The position peaked at $12K in Q2 2018. 164 funds tracked by Wall St. Rank hold RPG as of Q3 2018.

Acorn Wealth Advisors reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 525 Invesco S&P 500 Pure Growth ETF shares in Q3 2018, an estimated $12K.
Acorn Wealth Advisors first reported a position in Invesco S&P 500 Pure Growth ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Invesco S&P 500 Pure Growth ETF position peaked at $12K in Q2 2018.
164 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.