Cerity Partners’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Cerity Partners’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	$1.23M	Sell	19,226 -974	-5%	-$55.3K	﹤0.01%	1877
2026 Q1	$944K	Buy	20,200 +9,621	+91%	+$468K	﹤0.01%	1895
2025 Q4	$494K	Hold	10,579	–	–	﹤0.01%	2120
2025 Q3	$505K	Hold	10,579	–	–	﹤0.01%	1965
2025 Q2	$484K	Hold	10,579	–	–	﹤0.01%	1877
2025 Q1	$405K	Buy	10,579 +4	+0%	+$167	﹤0.01%	1880
2024 Q4	$436K	Hold	10,575	–	–	﹤0.01%	1838
2024 Q3	$415K	Buy	10,575 +1,250	+13%	+$46.4K	﹤0.01%	1879
2024 Q2	$347K	Hold	9,325	–	–	﹤0.01%	1738
2024 Q1	$343K	Hold	9,325	–	–	﹤0.01%	1792
2023 Q4	$301K	Buy	+9,325	New	+$285K	﹤0.01%	1512

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 $766M AUM 16.04% 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

Cerity Partners's RPG Position: Q2 2026 in Review

Cerity Partners reduced its Invesco S&P 500 Pure Growth ETF (RPG) stake by 4.8% in Q2 2026, selling an estimated $55.3K and leaving 19,226 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

Cerity Partners first reported a position in RPG in Q4 2023 and has held it in 11 quarters since. 321 funds tracked by Wall St. Rank hold RPG as of Q2 2026.

Cerity Partners held 19,226 shares of Invesco S&P 500 Pure Growth ETF worth $1.23M as of Q2 2026.
Cerity Partners sold 974 Invesco S&P 500 Pure Growth ETF shares in Q2 2026, an estimated $55.3K.
Invesco S&P 500 Pure Growth ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1877 holding.
Cerity Partners first reported a position in Invesco S&P 500 Pure Growth ETF in Q4 2023 and has held it in 11 quarters since.
321 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.