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

Liberty 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
2021 Q4	–	Sell	-7,955	Closed	-$306K	–	899
2021 Q3	$306K	Buy	7,955 +5,640	+244%	+$220K	0.11%	116
2021 Q2	$85K	Hold	2,315	–	–	0.03%	236
2021 Q1	$76K	Hold	2,315	–	–	0.04%	218
2020 Q4	$76K	Hold	2,315	–	–	0.04%	216
2020 Q3	$66K	Hold	2,315	–	–	0.04%	197
2020 Q2	$60K	Hold	2,315	–	–	0.04%	201
2020 Q1	$46K	Hold	2,315	–	–	0.04%	220
2019 Q4	$59K	Hold	2,315	–	–	0.05%	221
2019 Q3	$55K	Hold	2,315	–	–	0.05%	213
2019 Q2	$55K	Hold	2,315	–	–	0.05%	233
2019 Q1	$53K	Hold	2,315	–	–	0.04%	194
2018 Q4	$46K	Buy	+2,315	New	+$49.7K	0.03%	197

Other funds holding RPG

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return

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

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Liberty Wealth Management's RPG Position: Q4 2021 in Review

Liberty Wealth Management sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q4 2021, closing a stake of 7,955 shares — an estimated $306K sold.

Liberty Wealth Management first reported a position in RPG in Q4 2018 and held it in 12 quarters. The position peaked at $306K in Q3 2021. 283 funds tracked by Wall St. Rank hold RPG as of Q4 2021.

Liberty Wealth Management reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 7,955 Invesco S&P 500 Pure Growth ETF shares in Q4 2021, an estimated $306K.
Liberty Wealth Management first reported a position in Invesco S&P 500 Pure Growth ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Invesco S&P 500 Pure Growth ETF position peaked at $306K in Q3 2021.
283 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.