Concurrent Investment Advisors’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Concurrent Investment 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 Q2	$351K	Buy	+5,494	New	+$312K	﹤0.01%	1605
2026 Q1	–	Sell	-4,368	Closed	-$204K	–	2034
2025 Q4	$204K	Buy	+4,368	New	+$205K	﹤0.01%	1631
2025 Q3	–	Sell	-4,611	Closed	-$211K	–	1588
2025 Q2	$211K	Buy	+4,611	New	+$189K	﹤0.01%	1242

Other funds holding RPG

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Concurrent Investment Advisors's RPG Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Invesco S&P 500 Pure Growth ETF (RPG) in Q2 2026: 5,494 shares worth $351K. The stake represents ﹤0.01% of the portfolio and ranks #1605 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in RPG as recently as Q4 2025.

Concurrent Investment Advisors first reported a position in RPG in Q2 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold RPG as of Q2 2026.

Concurrent Investment Advisors held 5,494 shares of Invesco S&P 500 Pure Growth ETF worth $351K as of Q2 2026.
Invesco S&P 500 Pure Growth ETF was a new Concurrent Investment Advisors position in Q2 2026.
Invesco S&P 500 Pure Growth ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1605 holding.
Concurrent Investment Advisors first reported a position in Invesco S&P 500 Pure Growth ETF in Q2 2025 and has held it in 3 quarters since.
320 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.