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

Mine & Arao Wealth Creation & 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
2024
Q2 		– Sell
-2,170
Closed -$79.7K – 295
2024
Q1 		$79.7K Hold
2,170
– – 0.04% 120
2023
Q4 		$70K Hold
2,170
– – 0.04% 128
2023
Q3 		$65.4K Hold
2,170
– – 0.04% 122
2023
Q2 		$66.2K Sell
2,170
-10
-0.5% -$299 0.04% 127
2023
Q1 		$65.8K Hold
2,180
– – 0.04% 128
2022
Q4 		$66K Hold
2,180
– – 0.05% 120
2022
Q3 		$63K Buy
2,180
+5
+0.2% +$160 0.05% 123
2022
Q2 		$64K Hold
2,175
– – 0.05% 123
2022
Q1 		$80K Hold
2,175
– – 0.05% 120
2021
Q4 		$92K Hold
2,175
– – 0.05% 117
2021
Q3 		$84K Hold
2,175
– – 0.05% 115
2021
Q2 		$80K Hold
2,175
– – 0.05% 113
2021
Q1 		$71K Hold
2,175
– – 0.05% 116
2020
Q4 		$71K Hold
2,175
– – 0.05% 111
2020
Q3 		$62K Hold
2,175
– – 0.05% 109
2020
Q2 		$56K Hold
2,175
– – 0.05% 107
2020
Q1 		$44K Hold
2,175
– – 0.05% 108
2019
Q4 		$55K Buy
+2,175
New +$52.9K 0.05% 118

Other funds holding RPG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FSA
Financial Security Advisor Virginia Beach, Virginia $615M AUM 26.08% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's RPG Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q2 2024, closing a stake of 2,170 shares — an estimated $79.7K sold.

Mine & Arao Wealth Creation & Management first reported a position in RPG in Q4 2019 and held it in 18 quarters. The position peaked at $92K in Q4 2021. 248 funds tracked by Wall St. Rank hold RPG as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 2,170 Invesco S&P 500 Pure Growth ETF shares in Q2 2024, an estimated $79.7K.
  • Mine & Arao Wealth Creation & Management first reported a position in Invesco S&P 500 Pure Growth ETF in Q4 2019 and held it in 18 quarters.
  • Mine & Arao Wealth Creation & Management's Invesco S&P 500 Pure Growth ETF position peaked at $92K in Q4 2021.
  • 248 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.