HSA
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HBK Sorce Advisory’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

HBK Sorce 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
2024
Q1 		– Sell
-6,420
Closed -$207K – 626
2023
Q4 		$207K Buy
+6,420
New +$196K 0.01% 518
2023
Q1 		– Sell
-12,840
Closed -$389K – 784
2022
Q4 		$389K Buy
+12,840
New +$396K 0.01% 473
2022
Q2 		– Sell
-6,420
Closed -$236K – 538
2022
Q1 		$236K Hold
6,420
– – 0.01% 466
2021
Q4 		$271K Hold
6,420
– – 0.01% 476
2021
Q3 		$247K Hold
6,420
– – 0.01% 496
2021
Q2 		$236K Hold
6,420
– – 0.01% 508
2021
Q1 		$211K Hold
6,420
– – 0.01% 497
2020
Q4 		$209K Buy
+6,420
New +$196K 0.01% 466

Other funds holding RPG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
FSA
Financial Security Advisor Virginia Beach, Virginia $544M AUM 18.82% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return