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

Redwood Wealth Management 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
2024
Q3 		– Sell
-4,224
Closed -$157K – 889
2024
Q2 		$157K Buy
+4,224
New +$151K 0.12% 140

Other funds holding RPG

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FSA
Financial Security Advisor Virginia Beach, Virginia $615M AUM 26.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Redwood Wealth Management Group's RPG Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q3 2024, closing a stake of 4,224 shares — an estimated $157K sold.

Redwood Wealth Management Group first reported a position in RPG in Q2 2024 and held it in 1 quarter. The position peaked at $157K in Q2 2024. 249 funds tracked by Wall St. Rank hold RPG as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 4,224 Invesco S&P 500 Pure Growth ETF shares in Q3 2024, an estimated $157K.
  • Redwood Wealth Management Group first reported a position in Invesco S&P 500 Pure Growth ETF in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Invesco S&P 500 Pure Growth ETF position peaked at $157K in Q2 2024.
  • 249 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.