Independent Advisor Alliance’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Independent Advisor Alliance’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	–	Sell	-38,376	Closed	-$1.79M	–	1508
2026 Q1	$1.79M	Buy	+38,376	New	+$1.87M	0.02%	594
2025 Q1	–	Sell	-44,820	Closed	-$1.85M	–	1253
2024 Q4	$1.85M	Buy	+44,820	New	+$1.86M	0.02%	531
2020 Q1	–	Sell	-20,920	Closed	-$530K	–	767
2019 Q4	$530K	Buy	+20,920	New	+$509K	0.02%	517

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

Independent Advisor Alliance's RPG Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q2 2026, closing a stake of 38,376 shares — an estimated $1.79M sold.

Independent Advisor Alliance first reported a position in RPG in Q4 2019 and held it in 3 quarters. The position peaked at $1.85M in Q4 2024. 320 funds tracked by Wall St. Rank hold RPG as of Q2 2026.

Independent Advisor Alliance reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 38,376 Invesco S&P 500 Pure Growth ETF shares in Q2 2026, an estimated $1.79M.
Independent Advisor Alliance first reported a position in Invesco S&P 500 Pure Growth ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's Invesco S&P 500 Pure Growth ETF position peaked at $1.85M in Q4 2024.
320 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.