EPG
RPG icon

Estate Planners Group’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Estate Planners 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
2026
Q1 		– Sell
-526
Closed -$24.5K – 344
2025
Q4 		$24.5K Buy
+526
New +$24.6K 0.01% 190

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Estate Planners Group's RPG Position: Q1 2026 in Review

Estate Planners Group sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q1 2026, closing a stake of 526 shares — an estimated $24.5K sold.

Estate Planners Group first reported a position in RPG in Q4 2025 and held it in 1 quarter. The position peaked at $24.5K in Q4 2025. 285 funds tracked by Wall St. Rank hold RPG as of Q1 2026.

  • Estate Planners Group reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 526 Invesco S&P 500 Pure Growth ETF shares in Q1 2026, an estimated $24.5K.
  • Estate Planners Group first reported a position in Invesco S&P 500 Pure Growth ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Invesco S&P 500 Pure Growth ETF position peaked at $24.5K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.