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Samalin Investment Counsel’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Samalin Investment Counsel’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
2020
Q1 		– Sell
-1,550
Closed -$39K – 446
2019
Q4 		$39K Buy
+1,550
New +$37.7K 0.03% 311

Other funds holding RPG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Samalin Investment Counsel's RPG Position: Q1 2020 in Review

Samalin Investment Counsel sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q1 2020, closing a stake of 1,550 shares — an estimated $39K sold.

Samalin Investment Counsel first reported a position in RPG in Q4 2019 and held it in 1 quarter. The position peaked at $39K in Q4 2019. 190 funds tracked by Wall St. Rank hold RPG as of Q1 2020.

  • Samalin Investment Counsel reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 1,550 Invesco S&P 500 Pure Growth ETF shares in Q1 2020, an estimated $39K.
  • Samalin Investment Counsel first reported a position in Invesco S&P 500 Pure Growth ETF in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's Invesco S&P 500 Pure Growth ETF position peaked at $39K in Q4 2019.
  • 190 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.