RG
RPG icon

Retirement Group’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Retirement 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
Q1 		– Sell
-255
Closed -$8K – 742
2022
Q4 		$8K Hold
255
– – ﹤0.01% 383
2022
Q3 		$7K Buy
255
+5
+2% +$160 0.01% 300
2022
Q2 		$7K Hold
250
– – ﹤0.01% 494
2022
Q1 		$9K Hold
250
– – ﹤0.01% 482
2021
Q4 		$11K Hold
250
– – ﹤0.01% 417
2021
Q3 		$10K Hold
250
– – ﹤0.01% 381
2021
Q2 		$9K Hold
250
– – ﹤0.01% 426
2021
Q1 		$8K Hold
250
– – ﹤0.01% 500
2020
Q4 		$8K Hold
250
– – ﹤0.01% 454
2020
Q3 		$7K Hold
250
– – ﹤0.01% 451
2020
Q2 		$7K Buy
+250
New +$5.96K ﹤0.01% 417
2019
Q4 		$6K Buy
+250
New +$6.08K ﹤0.01% 432

Other funds holding RPG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 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 $776M AUM 23.4% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return