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

LifeSteps Financial’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
2024 Q2	–	Sell	-41	Closed	-$1.51K	–	333
2024 Q1	$1.51K	Buy	+41	New	+$1.41K	﹤0.01%	401

Other funds holding RPG

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

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

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

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

FSA

Financial Security Advisor Virginia Beach, Virginia $544M AUM 18.82% 1-Year Est. Return

MAM

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

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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

LifeSteps Financial's RPG Position: Q2 2024 in Review

LifeSteps Financial sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q2 2024, closing a stake of 41 shares — an estimated $1.51K sold.

LifeSteps Financial first reported a position in RPG in Q1 2024 and held it in 1 quarter. The position peaked at $1.51K in Q1 2024. 248 funds tracked by Wall St. Rank hold RPG as of Q2 2024.

LifeSteps Financial reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q2 2024 after selling out during the quarter.
LifeSteps Financial sold 41 Invesco S&P 500 Pure Growth ETF shares in Q2 2024, an estimated $1.51K.
LifeSteps Financial first reported a position in Invesco S&P 500 Pure Growth ETF in Q1 2024 and held it in 1 quarter.
LifeSteps Financial's Invesco S&P 500 Pure Growth ETF position peaked at $1.51K in Q1 2024.
248 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q2 2024.

Based on LifeSteps Financial's 13F filing for Q2 2024, filed 17 Jul 2024.