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MYCIO Wealth Partners’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-9,400
Closed -$238K – 310
2019
Q4 		$238K Buy
9,400
+30
+0.3% +$729 0.02% 298
2019
Q3 		$222K Buy
9,370
+15
+0.2% +$358 0.02% 284
2019
Q2 		$223K Buy
9,355
+20
+0.2% +$469 0.02% 285
2019
Q1 		$216K Buy
+9,335
New +$205K 0.02% 267
2018
Q4 		– Sell
-9,310
Closed -$224K – 300
2018
Q3 		$224K Buy
9,310
+5
+0.1% +$119 0.02% 257
2018
Q2 		$214K Buy
9,305
+10
+0.1% +$227 0.02% 255
2018
Q1 		$204K Buy
+9,295
New +$207K 0.02% 233
2017
Q3 		– Sell
-11,880
Closed -$224K – 257
2017
Q2 		$224K Buy
11,880
+25
+0.2% +$463 0.03% 211
2017
Q1 		$213K Buy
+11,855
New +$207K 0.03% 222
2016
Q4 		– Sell
-11,840
Closed -$199K – 563
2016
Q3 		$199K Buy
11,840
+5
+0% +$84 0.03% 176
2016
Q2 		$192K Buy
11,835
+30
+0.3% +$480 0.03% 174
2016
Q1 		$187K Hold
11,805
– – 0.03% 160
2015
Q4 		$191K Hold
11,805
– – 0.03% 155
2015
Q3 		$183K Hold
11,805
– – 0.04% 147
2015
Q2 		$192K Hold
11,805
– – 0.04% 147
2015
Q1 		$196K Hold
11,805
– – 0.04% 147
2014
Q4 		$188K Hold
11,805
– – 0.04% 142
2014
Q3 		$182K Hold
11,805
– – 0.04% 141
2014
Q2 		$183K Hold
11,805
– – 0.04% 143
2014
Q1 		$173K Buy
+11,805
New +$171K 0.04% 145

Other funds holding RPG

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MYCIO Wealth Partners's RPG Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q1 2020, closing a stake of 9,400 shares — an estimated $238K sold.

MYCIO Wealth Partners first reported a position in RPG in Q1 2014 and held it in 20 quarters. The position peaked at $238K in Q4 2019. 190 funds tracked by Wall St. Rank hold RPG as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 9,400 Invesco S&P 500 Pure Growth ETF shares in Q1 2020, an estimated $238K.
  • MYCIO Wealth Partners first reported a position in Invesco S&P 500 Pure Growth ETF in Q1 2014 and held it in 20 quarters.
  • MYCIO Wealth Partners's Invesco S&P 500 Pure Growth ETF position peaked at $238K in Q4 2019.
  • 190 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.