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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
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

Other funds holding RPG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gimbal Financial's RPG Position: Q2 2026 in Review

Gimbal Financial opened a new position in Invesco S&P 500 Pure Growth ETF (RPG) in Q2 2026: 54,193 shares worth $3.46M. The stake represents 2.13% of the portfolio and ranks #10 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in RPG as recently as Q3 2025.

Gimbal Financial first reported a position in RPG in Q2 2025 and has held it in 3 quarters since. The position peaked at $17M in Q3 2025. 321 funds tracked by Wall St. Rank hold RPG as of Q2 2026.

  • Gimbal Financial held 54,193 shares of Invesco S&P 500 Pure Growth ETF worth $3.46M as of Q2 2026.
  • Invesco S&P 500 Pure Growth ETF was a new Gimbal Financial position in Q2 2026.
  • Invesco S&P 500 Pure Growth ETF made up 2.13% of Gimbal Financial's portfolio in Q2 2026, its #10 holding.
  • Gimbal Financial first reported a position in Invesco S&P 500 Pure Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • Gimbal Financial's Invesco S&P 500 Pure Growth ETF position peaked at $17M in Q3 2025.
  • 321 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q2 2026.

Based on Gimbal Financial's 13F filing for Q2 2026, filed 4 Aug 2026.