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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FSA

Financial Security Advisor Virginia Beach, Virginia $615M AUM 26.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Peak Planning Group's RPG Position: Q4 2023 in Review

Peak Planning Group sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q4 2023, closing a stake of 7,917 shares — an estimated $239K sold.

Peak Planning Group first reported a position in RPG in Q3 2020 and held it in 11 quarters. The position peaked at $690K in Q1 2021. 243 funds tracked by Wall St. Rank hold RPG as of Q4 2023.

Peak Planning Group reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q4 2023 after selling out during the quarter.
Peak Planning Group sold 7,917 Invesco S&P 500 Pure Growth ETF shares in Q4 2023, an estimated $239K.
Peak Planning Group first reported a position in Invesco S&P 500 Pure Growth ETF in Q3 2020 and held it in 11 quarters.
Peak Planning Group's Invesco S&P 500 Pure Growth ETF position peaked at $690K in Q1 2021.
243 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q4 2023.

Based on Peak Planning Group's 13F filing for Q4 2023, filed 26 May 2026.