CWA
RPG icon

Clarity Wealth Advisors’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Clarity 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
2020
Q3 		– Sell
-11,510
Closed -$298K – 61
2020
Q2 		$298K Sell
11,510
-3,880
-25% -$92.5K 0.24% 54
2020
Q1 		$308K Sell
15,390
-985
-6% -$23.8K 0.32% 45
2019
Q4 		$415K Buy
+16,375
New +$398K 0.35% 44

Other funds holding RPG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FC
Forte Capital Rochester, New York $930M AUM 24.11% 1-Year Est. Return

Clarity Wealth Advisors's RPG Position: Q3 2020 in Review

Clarity Wealth Advisors sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q3 2020, closing a stake of 11,510 shares — an estimated $298K sold.

Clarity Wealth Advisors first reported a position in RPG in Q4 2019 and held it in 3 quarters. The position peaked at $415K in Q4 2019. 200 funds tracked by Wall St. Rank hold RPG as of Q3 2020.

  • Clarity Wealth Advisors reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Clarity Wealth Advisors sold 11,510 Invesco S&P 500 Pure Growth ETF shares in Q3 2020, an estimated $298K.
  • Clarity Wealth Advisors first reported a position in Invesco S&P 500 Pure Growth ETF in Q4 2019 and held it in 3 quarters.
  • Clarity Wealth Advisors's Invesco S&P 500 Pure Growth ETF position peaked at $415K in Q4 2019.
  • 200 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q3 2020.

Based on Clarity Wealth Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.