CWS
RPG icon

Cypress Wealth Services’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-55,265
Closed -$1.57M – 459
2020
Q3 		$1.57M Buy
+55,265
New +$1.54M 0.4% 52

Other funds holding RPG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cypress Wealth Services's RPG Position: Q3 2021 in Review

Cypress Wealth Services sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q3 2021, closing a stake of 5,790 shares — an estimated $213K sold.

Cypress Wealth Services first reported a position in RPG in Q4 2017 and held it in 13 quarters. The position peaked at $1.7M in Q4 2019. 264 funds tracked by Wall St. Rank hold RPG as of Q3 2021.

  • Cypress Wealth Services reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 5,790 Invesco S&P 500 Pure Growth ETF shares in Q3 2021, an estimated $213K.
  • Cypress Wealth Services first reported a position in Invesco S&P 500 Pure Growth ETF in Q4 2017 and held it in 13 quarters.
  • Cypress Wealth Services's Invesco S&P 500 Pure Growth ETF position peaked at $1.7M in Q4 2019.
  • 264 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q3 2021.

Based on Cypress Wealth Services's 13F filing for Q3 2021, filed 13 Oct 2021.