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 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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

Root Financial Partners's RPG Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q2 2026, closing a stake of 388 shares — an estimated $18.1K sold.

Root Financial Partners first reported a position in RPG in Q3 2025 and held it in 3 quarters. The position peaked at $18.5K in Q3 2025. 126 funds tracked by Wall St. Rank hold RPG as of Q2 2026.

Root Financial Partners reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 388 Invesco S&P 500 Pure Growth ETF shares in Q2 2026, an estimated $18.1K.
Root Financial Partners first reported a position in Invesco S&P 500 Pure Growth ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Invesco S&P 500 Pure Growth ETF position peaked at $18.5K in Q3 2025.
126 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.