Householder Group Estate & Retirement Specialist’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-3,924	Closed	-$154K	–	1064
2024 Q3	$154K	Sell	3,924 -600	-13%	-$22.3K	0.04%	297
2024 Q2	$168K	Sell	4,524 -3,919	-46%	-$140K	0.05%	268
2024 Q1	$310K	Sell	8,443 -1,961	-19%	-$67.4K	0.09%	182
2023 Q4	$335K	Sell	10,404 -2,829	-21%	-$86.6K	0.11%	170
2023 Q3	$399K	Buy	+13,233	New	+$410K	0.14%	132
2023 Q1	$891K	Buy	+29,465	New	+$899K	0.34%	65
2022 Q4	–	Sell	-30,835	Closed	-$891K	–	947
2022 Q3	$891K	Buy	30,835 +3,160	+11%	+$101K	0.37%	60
2022 Q2	$817K	Sell	27,675 -365	-1%	-$11.8K	0.36%	62
2022 Q1	$1.03M	Sell	28,040 -24,405	-47%	-$892K	0.42%	60
2021 Q4	$2.21M	Buy	+52,445	New	+$2.18M	0.82%	25

Other funds holding RPG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $544M AUM 18.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's RPG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q4 2024, closing a stake of 3,924 shares — an estimated $154K sold.

Householder Group Estate & Retirement Specialist first reported a position in RPG in Q4 2021 and held it in 10 quarters. The position peaked at $2.21M in Q4 2021. 257 funds tracked by Wall St. Rank hold RPG as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 3,924 Invesco S&P 500 Pure Growth ETF shares in Q4 2024, an estimated $154K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P 500 Pure Growth ETF in Q4 2021 and held it in 10 quarters.
Householder Group Estate & Retirement Specialist's Invesco S&P 500 Pure Growth ETF position peaked at $2.21M in Q4 2021.
257 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.