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Asset Planning Services (Pennsylvania)’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Asset Planning Services (Pennsylvania)’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
2017
Q3 		– Sell
-550
Closed -$10K – 309
2017
Q2 		$10K Buy
+550
New +$10.2K 0.01% 229

Other funds holding RPG

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s RPG Position: Q3 2017 in Review

Asset Planning Services (Pennsylvania) sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q3 2017, closing a stake of 550 shares — an estimated $10K sold.

Asset Planning Services (Pennsylvania) first reported a position in RPG in Q2 2017 and held it in 1 quarter. The position peaked at $10K in Q2 2017. 131 funds tracked by Wall St. Rank hold RPG as of Q3 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q3 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 550 Invesco S&P 500 Pure Growth ETF shares in Q3 2017, an estimated $10K.
  • Asset Planning Services (Pennsylvania) first reported a position in Invesco S&P 500 Pure Growth ETF in Q2 2017 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s Invesco S&P 500 Pure Growth ETF position peaked at $10K in Q2 2017.
  • 131 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q3 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2017, filed 30 Nov 2017.