LWANC
RPG icon

Laurel Wealth Advisors (North Carolina)’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q3 		– Sell
-120
Closed -$3K – 534
2019
Q2 		$3K Buy
+120
New +$2.81K ﹤0.01% 469

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
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Laurel Wealth Advisors (North Carolina)'s RPG Position: Q3 2019 in Review

Laurel Wealth Advisors (North Carolina) sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q3 2019, closing a stake of 120 shares — an estimated $3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in RPG in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 174 funds tracked by Wall St. Rank hold RPG as of Q3 2019.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 120 Invesco S&P 500 Pure Growth ETF shares in Q3 2019, an estimated $3K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Invesco S&P 500 Pure Growth ETF in Q2 2019 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Invesco S&P 500 Pure Growth ETF position peaked at $3K in Q2 2019.
  • 174 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q3 2019.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2019, filed 13 Nov 2019.