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

Mission 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
2026
Q1 		– Sell
-4,905
Closed -$229K – 769
2025
Q4 		$229K Hold
4,905
– – ﹤0.01% 664
2025
Q3 		$234K Hold
4,905
– – ﹤0.01% 639
2025
Q2 		$224K Buy
+4,905
New +$201K ﹤0.01% 638
2024
Q4 		– Sell
-7,167
Closed -$281K – 713
2024
Q3 		$281K Sell
7,167
-311
-4% -$11.5K 0.01% 555
2024
Q2 		$279K Sell
7,478
-587
-7% -$21K 0.01% 543
2024
Q1 		$296K Sell
8,065
-425
-5% -$14.6K 0.01% 562
2023
Q4 		$274K Buy
+8,490
New +$260K 0.01% 486

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MAM
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FSA
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HighTower Advisors
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NEPWA
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return