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

MGB 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
2025
Q4 		$12.8K Hold
275
– – ﹤0.01% 296
2025
Q3 		$13.1K Buy
+275
New +$12.9K ﹤0.01% 295

Other funds holding RPG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
FSA
Financial Security Advisor Virginia Beach, Virginia $544M AUM 18.82% 1-Year Est. Return
HighTower Advisors
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MGB Wealth Management's RPG Position: Q4 2025 in Review

MGB Wealth Management held its Invesco S&P 500 Pure Growth ETF (RPG) position steady in Q4 2025 at 275 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

MGB Wealth Management first reported a position in RPG in Q3 2025 and has held it in 2 quarters since. The position peaked at $13.1K in Q3 2025. 273 funds tracked by Wall St. Rank hold RPG as of Q4 2025.

  • MGB Wealth Management held 275 shares of Invesco S&P 500 Pure Growth ETF worth $12.8K as of Q4 2025.
  • MGB Wealth Management left its Invesco S&P 500 Pure Growth ETF share count unchanged in Q4 2025.
  • Invesco S&P 500 Pure Growth ETF made up ﹤0.01% of MGB Wealth Management's portfolio in Q4 2025, its #296 holding.
  • MGB Wealth Management first reported a position in Invesco S&P 500 Pure Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • MGB Wealth Management's Invesco S&P 500 Pure Growth ETF position peaked at $13.1K in Q3 2025.
  • 273 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.