JIP
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Jaffetilchin Investment Partners’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-303
Closed -$11.9K – 1103
2024
Q3 		$11.9K Buy
+303
New +$11.2K ﹤0.01% 871
2020
Q1 		– Sell
-82,655
Closed -$2.1M – 217
2019
Q4 		$2.1M Buy
82,655
+5
+0% +$122 0.45% 46
2019
Q3 		$1.96M Buy
82,650
+10
+0% +$239 0.47% 39
2019
Q2 		$1.97M Sell
82,640
-8,805
-10% -$206K 0.46% 34
2019
Q1 		$2.12M Buy
91,445
+160
+0.2% +$3.52K 0.47% 30
2018
Q4 		$1.82M Buy
+91,285
New +$1.96M 0.45% 32
2018
Q3 		– Sell
-91,050
Closed -$2.09M – 332
2018
Q2 		$2.09M Buy
91,050
+65
+0.1% +$1.48K 0.46% 33
2018
Q1 		$2M Buy
90,985
+170
+0.2% +$3.78K 0.45% 33
2017
Q4 		$1.9M Buy
90,815
+5
+0% +$104 0.63% 32
2017
Q3 		$1.82M Sell
90,810
-12,540
-12% -$244K 0.43% 39
2017
Q2 		$1.95M Sell
103,350
-21,255
-17% -$394K 0.66% 27
2017
Q1 		$2.23M Buy
124,605
+240
+0.2% +$4.2K 0.57% 36
2016
Q4 		$2.08M Buy
124,365
+190
+0.2% +$3.17K 0.62% 29
2016
Q3 		$2.09M Buy
124,175
+55
+0% +$924 0.66% 27
2016
Q2 		$2.01M Buy
124,120
+170
+0.1% +$2.72K 0.61% 28
2016
Q1 		$1.97M Sell
123,950
-2,670
-2% -$40.1K 0.62% 31
2015
Q4 		$2.04M Buy
126,620
+340
+0.3% +$5.56K 0.66% 29
2015
Q3 		$1.96M Sell
126,280
-255
-0.2% -$4.15K 0.73% 24
2015
Q2 		$2.05M Sell
126,535
-1,865
-1% -$31K 0.62% 27
2015
Q1 		$2.13M Sell
128,400
-633,750
-83% -$10.3M 0.65% 27
2014
Q4 		$12.1M Buy
762,150
+151,430
+25% +$2.36M 4.07% 5
2014
Q3 		$9.43M Buy
610,720
+44,550
+8% +$695K 3.46% 9
2014
Q2 		$8.75M Buy
566,170
+70,195
+14% +$1.03M 3.12% 10
2014
Q1 		$7.26M Buy
+495,975
New +$7.18M 2.84% 10

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
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
FSA
Financial Security Advisor Virginia Beach, Virginia $544M AUM 18.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Jaffetilchin Investment Partners's RPG Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q4 2024, closing a stake of 303 shares — an estimated $11.9K sold.

Jaffetilchin Investment Partners first reported a position in RPG in Q1 2014 and held it in 24 quarters. The position peaked at $12.1M in Q4 2014. 257 funds tracked by Wall St. Rank hold RPG as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 303 Invesco S&P 500 Pure Growth ETF shares in Q4 2024, an estimated $11.9K.
  • Jaffetilchin Investment Partners first reported a position in Invesco S&P 500 Pure Growth ETF in Q1 2014 and held it in 24 quarters.
  • Jaffetilchin Investment Partners's Invesco S&P 500 Pure Growth ETF position peaked at $12.1M in Q4 2014.
  • 257 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.