FAM
RPG icon

Family Asset Management’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Family Asset 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
2024
Q3 		$17.1K Hold
435
– – 0.01% 166
2024
Q2 		$16.2K Hold
435
– – 0.01% 173
2024
Q1 		$16K Hold
435
– – 0.01% 152
2023
Q4 		$14K Hold
435
– – 0.01% 155
2023
Q3 		$13.1K Hold
435
– – 0.01% 152
2023
Q2 		$13.3K Hold
435
– – 0.01% 165
2023
Q1 		$13.1K Buy
+435
New +$13.3K 0.01% 154

Other funds holding RPG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $544M AUM 18.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Family Asset Management's RPG Position: Q3 2024 in Review

Family Asset Management held its Invesco S&P 500 Pure Growth ETF (RPG) position steady in Q3 2024 at 435 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #166.

Family Asset Management first reported a position in RPG in Q1 2023 and has held it in 7 quarters since. 249 funds tracked by Wall St. Rank hold RPG as of Q3 2024.

  • Family Asset Management held 435 shares of Invesco S&P 500 Pure Growth ETF worth $17.1K as of Q3 2024.
  • Family Asset Management left its Invesco S&P 500 Pure Growth ETF share count unchanged in Q3 2024.
  • Invesco S&P 500 Pure Growth ETF made up 0.01% of Family Asset Management's portfolio in Q3 2024, its #166 holding.
  • Family Asset Management first reported a position in Invesco S&P 500 Pure Growth ETF in Q1 2023 and has held it in 7 quarters since.
  • 249 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.