HHM Wealth Advisors’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

HHM Wealth Advisors’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	$324K	Hold	5,080	–	–	0.03%	162
2026 Q1	$237K	Hold	5,080	–	–	0.03%	174
2025 Q4	$237K	Hold	5,080	–	–	0.03%	176
2025 Q3	$242K	Buy	5,080 +1,455	+40%	+$68.2K	0.03%	180
2025 Q2	$166K	Hold	3,625	–	–	0.02%	226
2025 Q1	$139K	Hold	3,625	–	–	0.02%	231
2024 Q4	$150K	Hold	3,625	–	–	0.02%	217
2024 Q3	$142K	Hold	3,625	–	–	0.02%	217
2024 Q2	$135K	Hold	3,625	–	–	0.02%	215
2024 Q1	$133K	Hold	3,625	–	–	0.02%	188
2023 Q4	$117K	Hold	3,625	–	–	0.02%	193
2023 Q3	$109K	Hold	3,625	–	–	0.02%	192
2023 Q2	$111K	Hold	3,625	–	–	0.02%	198
2023 Q1	$110K	Buy	+3,625	New	+$111K	0.02%	189

Other funds holding RPG

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

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

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM