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JNBA Financial Advisors’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-750
Closed -$13K – 1153
2016
Q3 		$13K Buy
+750
New +$12.6K ﹤0.01% 948
2015
Q2 		– Sell
-1,475
Closed -$25K – 537
2015
Q1 		$25K Buy
+1,475
New +$24K 0.01% 263

Other funds holding RPG

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JNBA Financial Advisors's RPG Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q4 2016, closing a stake of 750 shares — an estimated $13K sold.

JNBA Financial Advisors first reported a position in RPG in Q1 2015 and held it in 2 quarters. The position peaked at $25K in Q1 2015. 126 funds tracked by Wall St. Rank hold RPG as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 750 Invesco S&P 500 Pure Growth ETF shares in Q4 2016, an estimated $13K.
  • JNBA Financial Advisors first reported a position in Invesco S&P 500 Pure Growth ETF in Q1 2015 and held it in 2 quarters.
  • JNBA Financial Advisors's Invesco S&P 500 Pure Growth ETF position peaked at $25K in Q1 2015.
  • 126 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.