Planned Solutions’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Planned Solutions’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 Q4	–	Sell	-780	Closed	-$30.6K	–	519
2024 Q3	$30.6K	Buy	+780	New	+$29K	0.01%	354
2024 Q1	–	Sell	-780	Closed	-$25.2K	–	448
2023 Q4	$25.2K	Buy	+780	New	+$23.9K	0.01%	355
2021 Q1	–	Sell	-855	Closed	-$28K	–	332
2020 Q4	$28K	Hold	855	–	–	0.02%	257
2020 Q3	$24K	Buy	+855	New	+$23.8K	0.02%	204

Other funds holding RPG

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NEPWA

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

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Planned Solutions's RPG Position: Q4 2024 in Review

Planned Solutions sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q4 2024, closing a stake of 780 shares — an estimated $30.6K sold.

Planned Solutions first reported a position in RPG in Q3 2020 and held it in 4 quarters. The position peaked at $30.6K in Q3 2024. 257 funds tracked by Wall St. Rank hold RPG as of Q4 2024.

Planned Solutions reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 780 Invesco S&P 500 Pure Growth ETF shares in Q4 2024, an estimated $30.6K.
Planned Solutions first reported a position in Invesco S&P 500 Pure Growth ETF in Q3 2020 and held it in 4 quarters.
Planned Solutions's Invesco S&P 500 Pure Growth ETF position peaked at $30.6K in Q3 2024.
257 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.