Atlantic Private Wealth’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Atlantic Private Wealth’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 Q2	$56.7K	Hold	888	–	–	0.03%	119
2026 Q1	$41.5K	Hold	888	–	–	0.03%	139
2025 Q4	$41.5K	Hold	888	–	–	0.03%	129
2025 Q3	$42.4K	Hold	888	–	–	0.03%	113
2025 Q2	$40.7K	Hold	888	–	–	0.03%	115
2025 Q1	$34K	Buy	+888	New	+$37.1K	0.03%	130

Other funds holding RPG

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

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

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

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 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Atlantic Private Wealth's RPG Position: Q2 2026 in Review

Atlantic Private Wealth held its Invesco S&P 500 Pure Growth ETF (RPG) position steady in Q2 2026 at 888 shares worth $56.7K. The position accounts for 0.03% of the portfolio, ranked #119.

Atlantic Private Wealth first reported a position in RPG in Q1 2025 and has held it in 6 quarters since. 321 funds tracked by Wall St. Rank hold RPG as of Q2 2026.

Atlantic Private Wealth held 888 shares of Invesco S&P 500 Pure Growth ETF worth $56.7K as of Q2 2026.
Atlantic Private Wealth left its Invesco S&P 500 Pure Growth ETF share count unchanged in Q2 2026.
Invesco S&P 500 Pure Growth ETF made up 0.03% of Atlantic Private Wealth's portfolio in Q2 2026, its #119 holding.
Atlantic Private Wealth first reported a position in Invesco S&P 500 Pure Growth ETF in Q1 2025 and has held it in 6 quarters since.
321 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.