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Kaizen Financial Strategies’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Kaizen Financial 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
2022
Q1 		– Sell
-5,340
Closed -$225K – 145
2021
Q4 		$225K Hold
5,340
– – 0.17% 129
2021
Q3 		$206K Buy
+5,340
New +$209K 0.17% 136

Other funds holding RPG

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FC
Forte Capital Rochester, New York $930M AUM 24.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kaizen Financial Strategies's RPG Position: Q1 2022 in Review

Kaizen Financial Strategies sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q1 2022, closing a stake of 5,340 shares — an estimated $225K sold.

Kaizen Financial Strategies first reported a position in RPG in Q3 2021 and held it in 2 quarters. The position peaked at $225K in Q4 2021. 242 funds tracked by Wall St. Rank hold RPG as of Q1 2022.

  • Kaizen Financial Strategies reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Kaizen Financial Strategies sold 5,340 Invesco S&P 500 Pure Growth ETF shares in Q1 2022, an estimated $225K.
  • Kaizen Financial Strategies first reported a position in Invesco S&P 500 Pure Growth ETF in Q3 2021 and held it in 2 quarters.
  • Kaizen Financial Strategies's Invesco S&P 500 Pure Growth ETF position peaked at $225K in Q4 2021.
  • 242 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q1 2022.

Based on Kaizen Financial Strategies's 13F filing for Q1 2022, filed 6 May 2022.