EP Wealth Advisors’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

EP Wealth 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	$280K	Buy	+4,380	New	+$249K	﹤0.01%	1332
2025 Q2	$191K	Sell	4,167 -500	-11%	-$20.5K	﹤0.01%	1266
2025 Q1	$179K	Sell	4,667 -609	-12%	-$25.5K	﹤0.01%	1161
2024 Q4	$218K	Buy	5,276 +741	+16%	+$30.8K	﹤0.01%	1030
2024 Q3	$178K	Buy	+4,535	New	+$168K	﹤0.01%	1071

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

EP Wealth Advisors's RPG Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Invesco S&P 500 Pure Growth ETF (RPG) in Q2 2026: 4,380 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #1332 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in RPG as recently as Q2 2025.

EP Wealth Advisors first reported a position in RPG in Q3 2024 and has held it in 5 quarters since. 321 funds tracked by Wall St. Rank hold RPG as of Q2 2026.

EP Wealth Advisors held 4,380 shares of Invesco S&P 500 Pure Growth ETF worth $280K as of Q2 2026.
Invesco S&P 500 Pure Growth ETF was a new EP Wealth Advisors position in Q2 2026.
Invesco S&P 500 Pure Growth ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1332 holding.
EP Wealth Advisors first reported a position in Invesco S&P 500 Pure Growth ETF in Q3 2024 and has held it in 5 quarters since.
321 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.