GI
RPG icon

Gradient Investments’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Gradient Investments’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
2017
Q3 		– Sell
-465
Closed -$9K – 606
2017
Q2 		$9K Sell
465
-1,315
-74% -$24.4K ﹤0.01% 502
2017
Q1 		$32K Buy
+1,780
New +$31.1K ﹤0.01% 356
2016
Q3 		– Sell
-290
Closed -$5K – 770
2016
Q2 		$5K Sell
290
-240
-45% -$3.84K ﹤0.01% 518
2016
Q1 		$8K Buy
530
+430
+430% +$6.46K ﹤0.01% 472
2015
Q4 		$2K Buy
+100
New +$1.63K ﹤0.01% 594
2014
Q3 		– Sell
-1,480
Closed -$23K – 527
2014
Q2 		$23K Buy
+1,480
New +$21.8K ﹤0.01% 278

Other funds holding RPG

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return