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

Kiely Wealth Advisory Group’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 		$32.4K Hold
725
– – 0.02% 142
2024
Q3 		$30.8K Hold
725
– – 0.02% 142
2024
Q2 		$25.4K Hold
725
– – 0.01% 139
2024
Q1 		$25.5K Hold
725
– – 0.01% 129
2023
Q4 		$24.2K Buy
+725
New +$22.2K 0.01% 128

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

Kiely Wealth Advisory Group's RPG Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Invesco S&P 500 Pure Growth ETF (RPG) position steady in Q4 2024 at 725 shares worth $32.4K. The position accounts for 0.02% of the portfolio, ranked #142.

Kiely Wealth Advisory Group first reported a position in RPG in Q4 2023 and has held it in 5 quarters since. 257 funds tracked by Wall St. Rank hold RPG as of Q4 2024.

  • Kiely Wealth Advisory Group held 725 shares of Invesco S&P 500 Pure Growth ETF worth $32.4K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Invesco S&P 500 Pure Growth ETF share count unchanged in Q4 2024.
  • Invesco S&P 500 Pure Growth ETF made up 0.02% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #142 holding.
  • Kiely Wealth Advisory Group first reported a position in Invesco S&P 500 Pure Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • 257 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.