CA
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Clearstead Advisors’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Clearstead 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
2024
Q4 		– Sell
-10,635
Closed -$418K – 2176
2024
Q3 		$418K Buy
+10,635
New +$395K 0.01% 616
2023
Q1 		– Sell
-18,300
Closed -$555K – 1422
2022
Q4 		$555K Buy
+18,300
New +$564K 0.04% 245
2021
Q4 		– Sell
-40
Closed -$2K – 1412
2021
Q3 		$2K Hold
40
– – ﹤0.01% 1148
2021
Q2 		$1K Hold
40
– – ﹤0.01% 1190
2021
Q1 		$1K Hold
40
– – ﹤0.01% 1059
2020
Q4 		$1K Hold
40
– – ﹤0.01% 946
2020
Q3 		$1K Hold
40
– – ﹤0.01% 853
2020
Q2 		$1K Hold
40
– – ﹤0.01% 766
2020
Q1 		$1K Buy
+40
New +$967 ﹤0.01% 754

Other funds holding RPG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
FSA
Financial Security Advisor Virginia Beach, Virginia $544M AUM 18.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return