Kiley Juergens Wealth Management’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Kiley Juergens Wealth Management’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
2018 Q4	–	Sell	-2,570	Closed	-$61K	–	509
2018 Q3	$61K	Buy	2,570 +2,320	+928%	+$55K	0.05%	210
2018 Q2	$5K	Buy	+250	New	+$5.67K	﹤0.01%	488

Other funds holding RPG

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kiley Juergens Wealth Management's RPG Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q4 2018, closing a stake of 2,570 shares — an estimated $61K sold.

Kiley Juergens Wealth Management first reported a position in RPG in Q2 2018 and held it in 2 quarters. The position peaked at $61K in Q3 2018. 171 funds tracked by Wall St. Rank hold RPG as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 2,570 Invesco S&P 500 Pure Growth ETF shares in Q4 2018, an estimated $61K.
Kiley Juergens Wealth Management first reported a position in Invesco S&P 500 Pure Growth ETF in Q2 2018 and held it in 2 quarters.
Kiley Juergens Wealth Management's Invesco S&P 500 Pure Growth ETF position peaked at $61K in Q3 2018.
171 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.