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

CarsonAllaria 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
2025
Q3 		– Sell
-418
Closed -$19.2K – 280
2025
Q2 		$19.2K Hold
418
– – 0.01% 203
2025
Q1 		$16K Hold
418
– – 0.01% 213
2024
Q4 		$17.3K Buy
418
+1
+0.2% +$42 0.01% 208
2024
Q3 		$16.4K Hold
417
– – 0.01% 221
2024
Q2 		$15.6K Hold
417
– – 0.01% 213
2024
Q1 		$15.3K Hold
417
– – 0.01% 211
2023
Q4 		$13.5K Buy
417
+2
+0.5% +$61 0.01% 197
2023
Q3 		$12.5K Buy
+415
New +$12.9K 0.01% 193

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