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Clear Perspectives Financial Planning’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Clear Perspectives Financial Planning’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
2022
Q4 		– Sell
-255
Closed -$7K – 257
2022
Q3 		$7K Buy
+255
New +$8.15K ﹤0.01% 160

Other funds holding RPG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clear Perspectives Financial Planning's RPG Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q4 2022, closing a stake of 255 shares — an estimated $7K sold.

Clear Perspectives Financial Planning first reported a position in RPG in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 224 funds tracked by Wall St. Rank hold RPG as of Q4 2022.

  • Clear Perspectives Financial Planning reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 255 Invesco S&P 500 Pure Growth ETF shares in Q4 2022, an estimated $7K.
  • Clear Perspectives Financial Planning first reported a position in Invesco S&P 500 Pure Growth ETF in Q3 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Invesco S&P 500 Pure Growth ETF position peaked at $7K in Q3 2022.
  • 224 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.