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Insight Wealth Strategies’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Insight Wealth Strategies’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
2020
Q1 		– Sell
-8,150
Closed -$207K – 189
2019
Q4 		$207K Sell
8,150
-1,130
-12% -$27.5K 0.04% 193
2019
Q3 		$220K Sell
9,280
-1,505
-14% -$36K 0.05% 177
2019
Q2 		$258K Buy
10,785
+20
+0.2% +$469 0.06% 142
2019
Q1 		$249K Buy
10,765
+15
+0.1% +$330 0.07% 125
2018
Q4 		$214K Buy
+10,750
New +$231K 0.07% 127

Other funds holding RPG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Insight Wealth Strategies's RPG Position: Q1 2020 in Review

Insight Wealth Strategies sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q1 2020, closing a stake of 8,150 shares — an estimated $207K sold.

Insight Wealth Strategies first reported a position in RPG in Q4 2018 and held it in 5 quarters. The position peaked at $258K in Q2 2019. 190 funds tracked by Wall St. Rank hold RPG as of Q1 2020.

  • Insight Wealth Strategies reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Insight Wealth Strategies sold 8,150 Invesco S&P 500 Pure Growth ETF shares in Q1 2020, an estimated $207K.
  • Insight Wealth Strategies first reported a position in Invesco S&P 500 Pure Growth ETF in Q4 2018 and held it in 5 quarters.
  • Insight Wealth Strategies's Invesco S&P 500 Pure Growth ETF position peaked at $258K in Q2 2019.
  • 190 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q1 2020.

Based on Insight Wealth Strategies's 13F filing for Q1 2020, filed 21 Apr 2020.