PWAG
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Polaris Wealth Advisory Group’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Polaris Wealth Advisory 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
2018
Q4 		– Sell
-930
Closed -$22K – 380
2018
Q3 		$22K Buy
+930
New +$22.1K ﹤0.01% 318

Other funds holding RPG

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $779M AUM 23.4% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Polaris Wealth Advisory Group's RPG Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q4 2018, closing a stake of 930 shares — an estimated $22K sold.

Polaris Wealth Advisory Group first reported a position in RPG in Q3 2018 and held it in 1 quarter. The position peaked at $22K in Q3 2018. 171 funds tracked by Wall St. Rank hold RPG as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 930 Invesco S&P 500 Pure Growth ETF shares in Q4 2018, an estimated $22K.
  • Polaris Wealth Advisory Group first reported a position in Invesco S&P 500 Pure Growth ETF in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Invesco S&P 500 Pure Growth ETF position peaked at $22K in Q3 2018.
  • 171 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.