MWM
RPG icon

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

MinichMacGregor 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
2023
Q1 		– Sell
-625
Closed -$19K – 524
2022
Q4 		$19K Buy
+625
New +$19.3K 0.01% 327
2021
Q1 		– Sell
-9,155
Closed -$298K – 91
2020
Q4 		$298K Buy
9,155
+1,540
+20% +$47K 0.12% 61
2020
Q3 		$215K Buy
+7,615
New +$212K 0.1% 57
2020
Q1 		– Sell
-12,025
Closed -$304K – 105
2019
Q4 		$304K Buy
+12,025
New +$292K 0.17% 45
2018
Q4 		– Sell
-7,540
Closed -$181K – 421
2018
Q3 		$181K Sell
7,540
-1,105
-13% -$26.2K 0.12% 47
2018
Q2 		$199K Buy
+8,645
New +$196K 0.14% 43

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
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
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return