CWM
RPG icon

Concert Wealth Management’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-27,210
Closed -$461K – 836
2016
Q3 		$461K Hold
27,210
– – 0.06% 392
2016
Q2 		$436K Buy
27,210
+2,325
+9% +$37.2K 0.06% 373
2016
Q1 		$399K Sell
24,885
-3,955
-14% -$59.4K 0.05% 396
2015
Q4 		$462K Buy
+28,840
New +$471K 0.06% 377
2015
Q2 		– Sell
-60,855
Closed -$104K – 716
2015
Q1 		$104K Buy
+60,855
New +$990K 0.03% 425

Other funds holding RPG

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return