Root Financial Partners’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Root Financial Partners’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
2026 Q3	$38K	Buy	+651	New	+$37.7K	﹤0.01%	1222
2026 Q2	–	Sell	-388	Closed	-$18.1K	–	2592
2026 Q1	$18.1K	Hold	388	–	–	﹤0.01%	1374
2025 Q4	$18.1K	Hold	388	–	–	﹤0.01%	1232
2025 Q3	$18.5K	Buy	+388	New	+$18.2K	﹤0.01%	1157

Other funds holding RPG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Financial Security Advisor Virginia Beach, Virginia $599M AUM 18.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's RPG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco S&P 500 Pure Growth ETF (RPG) in Q3 2026: 651 shares worth $38K. The stake represents ﹤0.01% of the portfolio and ranks #1222 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RPG as recently as Q1 2026.

Root Financial Partners first reported a position in RPG in Q3 2025 and has held it in 4 quarters since. 259 funds tracked by Wall St. Rank hold RPG as of Q3 2026.

Root Financial Partners held 651 shares of Invesco S&P 500 Pure Growth ETF worth $38K as of Q3 2026.
Invesco S&P 500 Pure Growth ETF was a new Root Financial Partners position in Q3 2026.
Invesco S&P 500 Pure Growth ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1222 holding.
Root Financial Partners first reported a position in Invesco S&P 500 Pure Growth ETF in Q3 2025 and has held it in 4 quarters since.
259 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.