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

Ruedi 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
2025
Q2 		– Sell
-272
Closed -$10.4K – 264
2025
Q1 		$10.4K Hold
272
– – ﹤0.01% 163
2024
Q4 		$11.2K Hold
272
– – ﹤0.01% 159
2024
Q3 		$10.7K Hold
272
– – ﹤0.01% 165
2024
Q2 		$10.1K Hold
272
– – ﹤0.01% 180
2024
Q1 		$9.99K Buy
+272
New +$9.35K ﹤0.01% 165

Other funds holding RPG

Morgan Stanley
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ruedi Wealth Management's RPG Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q2 2025, closing a stake of 272 shares — an estimated $10.4K sold.

Ruedi Wealth Management first reported a position in RPG in Q1 2024 and held it in 5 quarters. The position peaked at $11.2K in Q4 2024. 266 funds tracked by Wall St. Rank hold RPG as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 272 Invesco S&P 500 Pure Growth ETF shares in Q2 2025, an estimated $10.4K.
  • Ruedi Wealth Management first reported a position in Invesco S&P 500 Pure Growth ETF in Q1 2024 and held it in 5 quarters.
  • Ruedi Wealth Management's Invesco S&P 500 Pure Growth ETF position peaked at $11.2K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.