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

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

Fulcrum Equity Management's RPG Position: Q2 2026 in Review

Fulcrum Equity Management opened a new position in Invesco S&P 500 Pure Growth ETF (RPG) in Q2 2026: 4,973 shares worth $318K. The stake represents 0.23% of the portfolio and ranks #102 among its holdings. This is a return to the name: Fulcrum Equity Management previously reported a position in RPG as recently as Q3 2023.

Fulcrum Equity Management first reported a position in RPG in Q3 2021 and has held it in 5 quarters since. The position peaked at $3.05M in Q4 2021. 321 funds tracked by Wall St. Rank hold RPG as of Q2 2026.

Fulcrum Equity Management held 4,973 shares of Invesco S&P 500 Pure Growth ETF worth $318K as of Q2 2026.
Invesco S&P 500 Pure Growth ETF was a new Fulcrum Equity Management position in Q2 2026.
Invesco S&P 500 Pure Growth ETF made up 0.23% of Fulcrum Equity Management's portfolio in Q2 2026, its #102 holding.
Fulcrum Equity Management first reported a position in Invesco S&P 500 Pure Growth ETF in Q3 2021 and has held it in 5 quarters since.
Fulcrum Equity Management's Invesco S&P 500 Pure Growth ETF position peaked at $3.05M in Q4 2021.
321 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.