IFWM
RPG icon

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

Institute for 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
2020
Q1 		– Sell
-190
Closed -$5K – 614
2019
Q4 		$5K Buy
+190
New +$4.62K ﹤0.01% 640

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

Institute for Wealth Management's RPG Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q1 2020, closing a stake of 190 shares — an estimated $5K sold.

Institute for Wealth Management first reported a position in RPG in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 190 funds tracked by Wall St. Rank hold RPG as of Q1 2020.

  • Institute for Wealth Management reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 190 Invesco S&P 500 Pure Growth ETF shares in Q1 2020, an estimated $5K.
  • Institute for Wealth Management first reported a position in Invesco S&P 500 Pure Growth ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Invesco S&P 500 Pure Growth ETF position peaked at $5K in Q4 2019.
  • 190 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.