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Custom Portfolio Group’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Custom Portfolio Group’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
Q2 		$100K Hold
2,765
– – 0.08% 73
2024
Q1 		$98.8K Hold
2,765
– – 0.08% 70
2023
Q4 		$86.8K Buy
+2,765
New +$84.6K 0.08% 68

Other funds holding RPG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FSA
Financial Security Advisor Virginia Beach, Virginia $615M AUM 26.08% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HighTower Advisors
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Custom Portfolio Group's RPG Position: Q2 2024 in Review

Custom Portfolio Group held its Invesco S&P 500 Pure Growth ETF (RPG) position steady in Q2 2024 at 2,765 shares worth $100K. The position accounts for 0.08% of the portfolio, ranked #73.

Custom Portfolio Group first reported a position in RPG in Q4 2023 and has held it in 3 quarters since. 248 funds tracked by Wall St. Rank hold RPG as of Q2 2024.

  • Custom Portfolio Group held 2,765 shares of Invesco S&P 500 Pure Growth ETF worth $100K as of Q2 2024.
  • Custom Portfolio Group left its Invesco S&P 500 Pure Growth ETF share count unchanged in Q2 2024.
  • Invesco S&P 500 Pure Growth ETF made up 0.08% of Custom Portfolio Group's portfolio in Q2 2024, its #73 holding.
  • Custom Portfolio Group first reported a position in Invesco S&P 500 Pure Growth ETF in Q4 2023 and has held it in 3 quarters since.
  • 248 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.