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Kestra Private Wealth Services’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Kestra Private Wealth Services’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
-5,800
Closed -$228K – 1483
2024
Q3 		$228K Buy
+5,800
New +$215K ﹤0.01% 1211

Other funds holding RPG

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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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Kestra Private Wealth Services's RPG Position: Q4 2024 in Review

Kestra Private Wealth Services sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q4 2024, closing a stake of 5,800 shares — an estimated $228K sold.

Kestra Private Wealth Services first reported a position in RPG in Q3 2024 and held it in 1 quarter. The position peaked at $228K in Q3 2024. 257 funds tracked by Wall St. Rank hold RPG as of Q4 2024.

  • Kestra Private Wealth Services reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 5,800 Invesco S&P 500 Pure Growth ETF shares in Q4 2024, an estimated $228K.
  • Kestra Private Wealth Services first reported a position in Invesco S&P 500 Pure Growth ETF in Q3 2024 and held it in 1 quarter.
  • Kestra Private Wealth Services's Invesco S&P 500 Pure Growth ETF position peaked at $228K in Q3 2024.
  • 257 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q4 2024.

Based on Kestra Private Wealth Services's 13F filing for Q4 2024, filed 28 Jan 2025.