LifePlan Financial Group’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

LifePlan Financial Group’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
2020 Q3	$8K	Hold	265	–	–	﹤0.01%	430
2020 Q2	$7K	Hold	265	–	–	﹤0.01%	451
2020 Q1	$5K	Buy	+265	New	+$6.41K	﹤0.01%	456
2019 Q2	–	Sell	-2,090	Closed	-$48K	–	565
2019 Q1	$48K	Hold	2,090	–	–	0.03%	247
2018 Q4	$42K	Hold	2,090	–	–	0.03%	252
2018 Q3	$50K	Hold	2,090	–	–	0.03%	249
2018 Q2	$48K	Buy	+2,090	New	+$47.4K	0.03%	240

Other funds holding RPG

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HCM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Forte Capital Rochester, New York $930M AUM 24.11% 1-Year Est. Return

LifePlan Financial Group's RPG Position: Q3 2020 in Review

LifePlan Financial Group held its Invesco S&P 500 Pure Growth ETF (RPG) position steady in Q3 2020 at 265 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

LifePlan Financial Group first reported a position in RPG in Q2 2018 and has held it in 7 quarters since. The position peaked at $50K in Q3 2018. 200 funds tracked by Wall St. Rank hold RPG as of Q3 2020.

LifePlan Financial Group held 265 shares of Invesco S&P 500 Pure Growth ETF worth $8K as of Q3 2020.
LifePlan Financial Group left its Invesco S&P 500 Pure Growth ETF share count unchanged in Q3 2020.
Invesco S&P 500 Pure Growth ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #430 holding.
LifePlan Financial Group first reported a position in Invesco S&P 500 Pure Growth ETF in Q2 2018 and has held it in 7 quarters since.
LifePlan Financial Group's Invesco S&P 500 Pure Growth ETF position peaked at $50K in Q3 2018.
200 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.