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MLG Wealth Management DBA Pine Grove Financial Group’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
2025
Q4 		$1.31M Buy
+28,087
New +$1.32M 0.16% 68

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's RPG Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Invesco S&P 500 Pure Growth ETF (RPG) in Q4 2025: 28,087 shares worth $1.31M. The stake represents 0.16% of the portfolio and ranks #68 among its holdings.

274 funds tracked by Wall St. Rank hold RPG as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 28,087 shares of Invesco S&P 500 Pure Growth ETF worth $1.31M as of Q4 2025.
  • Invesco S&P 500 Pure Growth ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • Invesco S&P 500 Pure Growth ETF made up 0.16% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #68 holding.
  • 274 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.