Global Wealth Management Investment Advisory’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q1	–	Sell	-310	Closed	-$8K	–	649
2019 Q4	$8K	Hold	310	–	–	﹤0.01%	386
2019 Q3	$7K	Hold	310	–	–	﹤0.01%	371
2019 Q2	$7K	Sell	310 -260	-46%	-$6.09K	﹤0.01%	414
2019 Q1	$13K	Sell	570 -165	-22%	-$3.63K	0.01%	348
2018 Q4	$15K	Buy	+735	New	+$15.8K	0.01%	332

Other funds holding RPG

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIC

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Wealth Management Investment Advisory's RPG Position: Q1 2020 in Review

Global Wealth Management Investment Advisory sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q1 2020, closing a stake of 310 shares — an estimated $8K sold.

Global Wealth Management Investment Advisory first reported a position in RPG in Q4 2018 and held it in 5 quarters. The position peaked at $15K in Q4 2018. 190 funds tracked by Wall St. Rank hold RPG as of Q1 2020.

Global Wealth Management Investment Advisory reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q1 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 310 Invesco S&P 500 Pure Growth ETF shares in Q1 2020, an estimated $8K.
Global Wealth Management Investment Advisory first reported a position in Invesco S&P 500 Pure Growth ETF in Q4 2018 and held it in 5 quarters.
Global Wealth Management Investment Advisory's Invesco S&P 500 Pure Growth ETF position peaked at $15K in Q4 2018.
190 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q1 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2020, filed 14 May 2020.