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

ICA Group 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
2024
Q2 		– Sell
-640
Closed -$23.5K – 1208
2024
Q1 		$23.5K Sell
640
-265
-29% -$9.11K ﹤0.01% 723
2023
Q4 		$29.2K Buy
+905
New +$27.7K 0.01% 630

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 $377B 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 $530B 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 $779M 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 $6.13B AUM 23.41% 1-Year Est. Return

ICA Group Wealth Management's RPG Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q2 2024, closing a stake of 640 shares — an estimated $23.5K sold.

ICA Group Wealth Management first reported a position in RPG in Q4 2023 and held it in 2 quarters. The position peaked at $29.2K in Q4 2023. 248 funds tracked by Wall St. Rank hold RPG as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 640 Invesco S&P 500 Pure Growth ETF shares in Q2 2024, an estimated $23.5K.
  • ICA Group Wealth Management first reported a position in Invesco S&P 500 Pure Growth ETF in Q4 2023 and held it in 2 quarters.
  • ICA Group Wealth Management's Invesco S&P 500 Pure Growth ETF position peaked at $29.2K in Q4 2023.
  • 248 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.