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

Congress 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
2025 Q2	$520K	Hold	11,357	–	–	0.01%	910
2025 Q1	$441K	Buy	+11,357	New	+$475K	0.01%	848

Other funds holding RPG

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Congress Wealth Management's RPG Position: Q2 2025 in Review

Congress Wealth Management held its Invesco S&P 500 Pure Growth ETF (RPG) position steady in Q2 2025 at 11,357 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #910.

Congress Wealth Management first reported a position in RPG in Q1 2025 and has held it in 2 quarters since. 266 funds tracked by Wall St. Rank hold RPG as of Q2 2025.

Congress Wealth Management held 11,357 shares of Invesco S&P 500 Pure Growth ETF worth $520K as of Q2 2025.
Congress Wealth Management left its Invesco S&P 500 Pure Growth ETF share count unchanged in Q2 2025.
Invesco S&P 500 Pure Growth ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #910 holding.
Congress Wealth Management first reported a position in Invesco S&P 500 Pure Growth ETF in Q1 2025 and has held it in 2 quarters since.
266 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.