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Aspiriant LLC’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Aspiriant LLC’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
Q3 		– Sell
-8,630
Closed -$322K – 305
2024
Q2 		$322K Buy
+8,630
New +$308K 0.01% 220
2017
Q3 		– Sell
-10,990
Closed -$207K – 215
2017
Q2 		$207K Buy
+10,990
New +$204K 0.02% 197

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
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Aspiriant LLC's RPG Position: Q3 2024 in Review

Aspiriant LLC sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q3 2024, closing a stake of 8,630 shares — an estimated $322K sold.

Aspiriant LLC first reported a position in RPG in Q2 2017 and held it in 2 quarters. The position peaked at $322K in Q2 2024. 249 funds tracked by Wall St. Rank hold RPG as of Q3 2024.

  • Aspiriant LLC reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Aspiriant LLC sold 8,630 Invesco S&P 500 Pure Growth ETF shares in Q3 2024, an estimated $322K.
  • Aspiriant LLC first reported a position in Invesco S&P 500 Pure Growth ETF in Q2 2017 and held it in 2 quarters.
  • Aspiriant LLC's Invesco S&P 500 Pure Growth ETF position peaked at $322K in Q2 2024.
  • 249 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q3 2024.

Based on Aspiriant LLC's 13F filing for Q3 2024, filed 17 Oct 2024.