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Peak Planning Group’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Peak Planning Group’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
Q4 		– Sell
-7,917
Closed -$239K – 74
2023
Q3 		$239K Sell
7,917
-1,148
-13% -$35.6K 0.19% 71
2023
Q2 		$277K Buy
9,065
+5
+0.1% +$150 0.21% 70
2023
Q1 		$274K Buy
9,060
+10
+0.1% +$305 0.22% 72
2022
Q4 		$274K Sell
9,050
-3,245
-26% -$100K 0.24% 70
2022
Q3 		$356K Sell
12,295
-1,340
-10% -$42.8K 0.33% 54
2022
Q2 		$403K Buy
+13,635
New +$440K 0.34% 49
2021
Q4 		$688K Hold
16,310
– – 0.51% 42
2021
Q3 		$628K Buy
+16,310
New +$638K 0.54% 41
2021
Q1 		$690K Sell
20,995
-80
-0.4% -$2.65K 0.67% 33
2020
Q4 		$687K Sell
21,075
-640
-3% -$19.5K 0.78% 26
2020
Q3 		$615K Buy
+21,715
New +$603K 0.86% 23

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
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
FSA
Financial Security Advisor Virginia Beach, Virginia $544M AUM 18.82% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return