LA
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Lane & Associates’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Lane & Associates’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
2023
Q1 		– Sell
-8,400
Closed -$255K – 106
2022
Q4 		$255K Buy
+8,400
New +$259K 0.24% 74

Other funds holding RPG

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
HighTower Advisors
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
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lane & Associates's RPG Position: Q1 2023 in Review

Lane & Associates sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q1 2023, closing a stake of 8,400 shares — an estimated $255K sold.

Lane & Associates first reported a position in RPG in Q4 2022 and held it in 1 quarter. The position peaked at $255K in Q4 2022. 219 funds tracked by Wall St. Rank hold RPG as of Q1 2023.

  • Lane & Associates reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Lane & Associates sold 8,400 Invesco S&P 500 Pure Growth ETF shares in Q1 2023, an estimated $255K.
  • Lane & Associates first reported a position in Invesco S&P 500 Pure Growth ETF in Q4 2022 and held it in 1 quarter.
  • Lane & Associates's Invesco S&P 500 Pure Growth ETF position peaked at $255K in Q4 2022.
  • 219 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q1 2023.

Based on Lane & Associates's 13F filing for Q1 2023, filed 12 Apr 2024.