PWM
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PRW Wealth Management’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-1,510
Closed -$35K – 546
2019
Q1 		$35K Buy
+1,510
New +$33.2K 0.03% 187

Other funds holding RPG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PRW Wealth Management's RPG Position: Q2 2019 in Review

PRW Wealth Management sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q2 2019, closing a stake of 1,510 shares — an estimated $35K sold.

PRW Wealth Management first reported a position in RPG in Q1 2019 and held it in 1 quarter. The position peaked at $35K in Q1 2019. 177 funds tracked by Wall St. Rank hold RPG as of Q2 2019.

  • PRW Wealth Management reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 1,510 Invesco S&P 500 Pure Growth ETF shares in Q2 2019, an estimated $35K.
  • PRW Wealth Management first reported a position in Invesco S&P 500 Pure Growth ETF in Q1 2019 and held it in 1 quarter.
  • PRW Wealth Management's Invesco S&P 500 Pure Growth ETF position peaked at $35K in Q1 2019.
  • 177 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.