IWM
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Iams Wealth Management’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Iams Wealth Management’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
2023
Q4 		– Sell
-18,695
Closed -$564K – 121
2023
Q3 		$564K Buy
+18,695
New +$579K 0.39% 74

Other funds holding RPG

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Iams Wealth Management's RPG Position: Q4 2023 in Review

Iams Wealth Management sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q4 2023, closing a stake of 18,695 shares — an estimated $564K sold.

Iams Wealth Management first reported a position in RPG in Q3 2023 and held it in 1 quarter. The position peaked at $564K in Q3 2023. 243 funds tracked by Wall St. Rank hold RPG as of Q4 2023.

  • Iams Wealth Management reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Iams Wealth Management sold 18,695 Invesco S&P 500 Pure Growth ETF shares in Q4 2023, an estimated $564K.
  • Iams Wealth Management first reported a position in Invesco S&P 500 Pure Growth ETF in Q3 2023 and held it in 1 quarter.
  • Iams Wealth Management's Invesco S&P 500 Pure Growth ETF position peaked at $564K in Q3 2023.
  • 243 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q4 2023.

Based on Iams Wealth Management's 13F filing for Q4 2023, filed 7 Feb 2024.