GFG
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Goldstone Financial Group’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Goldstone Financial Group’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
2024
Q1 		– Sell
-7,147
Closed -$231K – 173
2023
Q4 		$231K Sell
7,147
-25,223
-78% -$772K 0.06% 148
2023
Q3 		$976K Buy
+32,370
New +$1M 0.29% 68

Other funds holding RPG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
FSA
Financial Security Advisor Virginia Beach, Virginia $615M AUM 26.08% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Goldstone Financial Group's RPG Position: Q1 2024 in Review

Goldstone Financial Group sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q1 2024, closing a stake of 7,147 shares — an estimated $231K sold.

Goldstone Financial Group first reported a position in RPG in Q3 2023 and held it in 2 quarters. The position peaked at $976K in Q3 2023. 256 funds tracked by Wall St. Rank hold RPG as of Q1 2024.

  • Goldstone Financial Group reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Goldstone Financial Group sold 7,147 Invesco S&P 500 Pure Growth ETF shares in Q1 2024, an estimated $231K.
  • Goldstone Financial Group first reported a position in Invesco S&P 500 Pure Growth ETF in Q3 2023 and held it in 2 quarters.
  • Goldstone Financial Group's Invesco S&P 500 Pure Growth ETF position peaked at $976K in Q3 2023.
  • 256 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q1 2024.

Based on Goldstone Financial Group's 13F filing for Q1 2024, filed 15 Jan 2025.