LWM
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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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return