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Guardian Wealth Advisors (North Carolina)’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-148
Closed -$6.92K – 546
2026
Q1 		$6.92K Buy
+148
New +$7.2K ﹤0.01% 558

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

Guardian Wealth Advisors (North Carolina)'s RPG Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q2 2026, closing a stake of 148 shares — an estimated $6.92K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in RPG in Q1 2026 and held it in 1 quarter. The position peaked at $6.92K in Q1 2026. 320 funds tracked by Wall St. Rank hold RPG as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 148 Invesco S&P 500 Pure Growth ETF shares in Q2 2026, an estimated $6.92K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Invesco S&P 500 Pure Growth ETF in Q1 2026 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Invesco S&P 500 Pure Growth ETF position peaked at $6.92K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.