Gimbal Financial
RPG icon

Gimbal Financial’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Gimbal Financial’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
Q3 		– Sell
-54,193
Closed -$3.46M – 67
2026
Q2 		$3.46M Buy
+54,193
New +$3.08M 2.13% 10
2025
Q3 		$17M Buy
355,997
+6,232
+2% +$292K 10.2% 3
2025
Q2 		$16M Buy
+349,765
New +$14.4M 9.84% 3

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HighTower Advisors
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New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cutler Investment Counsel
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Gimbal Financial's RPG Position: Q3 2026 in Review

Gimbal Financial sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q3 2026, closing a stake of 54,193 shares — an estimated $3.46M sold.

Gimbal Financial first reported a position in RPG in Q2 2025 and held it in 3 quarters. The position peaked at $17M in Q3 2025. 171 funds tracked by Wall St. Rank hold RPG as of Q3 2026.

  • Gimbal Financial reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Gimbal Financial sold 54,193 Invesco S&P 500 Pure Growth ETF shares in Q3 2026, an estimated $3.46M.
  • Gimbal Financial first reported a position in Invesco S&P 500 Pure Growth ETF in Q2 2025 and held it in 3 quarters.
  • Gimbal Financial's Invesco S&P 500 Pure Growth ETF position peaked at $17M in Q3 2025.
  • 171 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q3 2026.

Based on Gimbal Financial's 13F filing for Q3 2026, filed 19 Oct 2026.