CBIZ Investment Advisory Services’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

CBIZ Investment Advisory Services’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	-229	Closed	-$10.5K	–	770
2025 Q2	$10.5K	Buy	229 +1	+0.4%	+$41	﹤0.01%	348
2025 Q1	$8.73K	Hold	228	–	–	﹤0.01%	327
2024 Q4	$9.41K	Buy	228 +1	+0.4%	+$42	﹤0.01%	284
2024 Q3	$8.95K	Sell	227 -1	-0.4%	-$37	﹤0.01%	270
2024 Q2	$8.49K	Hold	228	–	–	﹤0.01%	265
2024 Q1	$8.36K	Buy	+228	New	+$7.84K	﹤0.01%	264

Other funds holding RPG

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

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

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

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

MAM

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

FSA

Financial Security Advisor Virginia Beach, Virginia $615M AUM 26.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CBIZ Investment Advisory Services's RPG Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q3 2025, closing a stake of 229 shares — an estimated $10.5K sold.

CBIZ Investment Advisory Services first reported a position in RPG in Q1 2024 and held it in 6 quarters. The position peaked at $10.5K in Q2 2025. 273 funds tracked by Wall St. Rank hold RPG as of Q3 2025.

CBIZ Investment Advisory Services reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q3 2025 after selling out during the quarter.
CBIZ Investment Advisory Services sold 229 Invesco S&P 500 Pure Growth ETF shares in Q3 2025, an estimated $10.5K.
CBIZ Investment Advisory Services first reported a position in Invesco S&P 500 Pure Growth ETF in Q1 2024 and held it in 6 quarters.
CBIZ Investment Advisory Services's Invesco S&P 500 Pure Growth ETF position peaked at $10.5K in Q2 2025.
273 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.