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KCS Wealth Advisory’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-540
Closed -$12.8K – 353
2019
Q3 		$12.8K Buy
+540
New +$12.9K 0.01% 335

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KCS Wealth Advisory's RPG Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q4 2019, closing a stake of 540 shares — an estimated $12.8K sold.

KCS Wealth Advisory first reported a position in RPG in Q3 2019 and held it in 1 quarter. The position peaked at $12.8K in Q3 2019. 205 funds tracked by Wall St. Rank hold RPG as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 540 Invesco S&P 500 Pure Growth ETF shares in Q4 2019, an estimated $12.8K.
  • KCS Wealth Advisory first reported a position in Invesco S&P 500 Pure Growth ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Invesco S&P 500 Pure Growth ETF position peaked at $12.8K in Q3 2019.
  • 205 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.