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

IBEX 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	$838K	Buy	13,121 +311	+2%	+$17.7K	0.07%	131
2026 Q1	$599K	Buy	+12,810	New	+$623K	0.06%	142
2025 Q4	–	Sell	-18,358	Closed	-$876K	–	187
2025 Q3	$876K	Buy	+18,358	New	+$860K	0.08%	127
2025 Q2	–	Sell	-35,651	Closed	-$1.36M	–	205
2025 Q1	$1.36M	Buy	+35,651	New	+$1.49M	0.18%	93

Other funds holding RPG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IBEX Wealth Advisors's RPG Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Invesco S&P 500 Pure Growth ETF (RPG) stake by 2.4% in Q2 2026, buying an estimated $17.7K and bringing the position to 13,121 shares worth $838K. The position accounts for 0.07% of the portfolio, ranked #131.

IBEX Wealth Advisors first reported a position in RPG in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.36M in Q1 2025. 320 funds tracked by Wall St. Rank hold RPG as of Q2 2026.

IBEX Wealth Advisors held 13,121 shares of Invesco S&P 500 Pure Growth ETF worth $838K as of Q2 2026.
IBEX Wealth Advisors bought 311 Invesco S&P 500 Pure Growth ETF shares in Q2 2026, an estimated $17.7K.
Invesco S&P 500 Pure Growth ETF made up 0.07% of IBEX Wealth Advisors's portfolio in Q2 2026, its #131 holding.
IBEX Wealth Advisors first reported a position in Invesco S&P 500 Pure Growth ETF in Q1 2025 and has held it in 4 quarters since.
IBEX Wealth Advisors's Invesco S&P 500 Pure Growth ETF position peaked at $1.36M in Q1 2025.
320 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.