CLA (CliftonLarsonAllen) Wealth Advisors’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 Q1	–	Sell	-34,650	Closed	-$1.62M	–	229
2025 Q4	$1.62M	Buy	34,650 +670	+2%	+$31.4K	0.02%	142
2025 Q3	$1.62M	Hold	33,980	–	–	0.03%	140
2025 Q2	$1.56M	Hold	33,980	–	–	0.03%	141
2025 Q1	$1.3M	Hold	33,980	–	–	0.02%	144
2024 Q4	$1.4M	Hold	33,980	–	–	0.03%	131
2024 Q3	$1.33M	Hold	33,980	–	–	0.03%	134
2024 Q2	$1.27M	Hold	33,980	–	–	0.03%	129
2024 Q1	$1.25M	Hold	33,980	–	–	0.03%	122
2023 Q4	$1.1M	Hold	33,980	–	–	0.03%	132
2023 Q3	$1.02M	Buy	+33,980	New	+$1.05M	0.03%	126
2022 Q4	–	Sell	-59,550	Closed	-$1.72M	–	188
2022 Q3	$1.72M	Hold	59,550	–	–	0.21%	44
2022 Q2	$1.76M	Sell	59,550 -47,360	-44%	-$1.53M	0.07%	110
2022 Q1	$3.93M	Sell	106,910 -6,630	-6%	-$242K	0.14%	70
2021 Q4	$4.79M	Sell	113,540 -18,690	-14%	-$777K	0.17%	60
2021 Q3	$5.09M	Hold	132,230	–	–	0.2%	57
2021 Q2	$4.87M	Hold	132,230	–	–	0.2%	58
2021 Q1	$4.34M	Buy	+132,230	New	+$4.37M	0.21%	58
2015 Q4	–	Sell	-129,505	Closed	-$2M	–	119
2015 Q3	$2M	Buy	+129,505	New	+$2.11M	0.38%	46

Other funds holding RPG

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $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

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

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

CLA (CliftonLarsonAllen) Wealth Advisors's RPG Position: Q1 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q1 2026, closing a stake of 34,650 shares — an estimated $1.62M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in RPG in Q3 2015 and held it in 18 quarters. The position peaked at $5.09M in Q3 2021. 285 funds tracked by Wall St. Rank hold RPG as of Q1 2026.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q1 2026 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 34,650 Invesco S&P 500 Pure Growth ETF shares in Q1 2026, an estimated $1.62M.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Invesco S&P 500 Pure Growth ETF in Q3 2015 and held it in 18 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's Invesco S&P 500 Pure Growth ETF position peaked at $5.09M in Q3 2021.
285 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q1 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.