MIM
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MTM Investment Management’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

MTM Investment 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
Q1 		– Sell
-14,922
Closed -$481K – 297
2023
Q4 		$481K Sell
14,922
-28
-0.2% -$857 0.22% 106
2023
Q3 		$451K Hold
14,950
– – 0.23% 101
2023
Q2 		$456K Hold
14,950
– – 0.22% 103
2023
Q1 		$452K Sell
14,950
-120
-0.8% -$3.66K 0.23% 101
2022
Q4 		$457K Sell
15,070
-3,960
-21% -$122K 0.24% 102
2022
Q3 		$550K Hold
19,030
– – 0.31% 88
2022
Q2 		$564K Hold
19,030
– – 0.3% 91
2022
Q1 		$699K Sell
19,030
-5,190
-21% -$190K 0.34% 90
2021
Q4 		$1.02M Buy
24,220
+360
+2% +$15K 0.49% 63
2021
Q3 		$919K Buy
+23,860
New +$933K 0.5% 62

Other funds holding RPG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $776M AUM 23.4% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return