Fulcrum Equity Management’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Fulcrum Equity 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
2026 Q2	$318K	Buy	+4,973	New	+$282K	0.23%	102
2023 Q4	–	Sell	-20,719	Closed	-$625K	–	110
2023 Q3	$625K	Buy	+20,719	New	+$642K	0.73%	38
2022 Q2	–	Sell	-8,445	Closed	-$310K	–	108
2022 Q1	$310K	Sell	8,445 -63,975	-88%	-$2.34M	0.18%	77
2021 Q4	$3.05M	Buy	72,420 +1,695	+2%	+$70.5K	1.14%	30
2021 Q3	$2.72M	Buy	+70,725	New	+$2.76M	1.06%	29

Other funds holding RPG

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM