Sequoia Financial Advisors’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Sequoia Financial Advisors’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	$666K	Hold	10,423	–	–	﹤0.01%	1149
2026 Q1	$487K	Hold	10,423	–	–	﹤0.01%	1294
2025 Q4	$486K	Sell	10,423 -168	-2%	-$7.87K	﹤0.01%	1294
2025 Q3	$505K	Buy	+10,591	New	+$496K	﹤0.01%	1129
2022 Q1	–	Sell	-9,980	Closed	-$421K	–	698
2021 Q4	$421K	Buy	9,980 +2,620	+36%	+$109K	0.01%	364
2021 Q3	$283K	Sell	7,360 -120	-2%	-$4.69K	0.03%	212
2021 Q2	$275K	Hold	7,480	–	–	0.01%	395
2021 Q1	$246K	Sell	7,480 -220	-3%	-$7.28K	0.01%	384
2020 Q4	$251K	Hold	7,700	–	–	0.01%	351
2020 Q3	$218K	Buy	+7,700	New	+$214K	0.01%	355
2020 Q1	–	Sell	-8,495	Closed	-$215K	–	398
2019 Q4	$215K	Buy	+8,495	New	+$207K	0.01%	352
2019 Q3	–	Sell	-10,340	Closed	-$247K	–	386
2019 Q2	$247K	Sell	10,340 -1,815	-15%	-$42.5K	0.02%	308
2019 Q1	$281K	Sell	12,155 -1,455	-11%	-$32K	0.02%	277
2018 Q4	$271K	Sell	13,610 -260	-2%	-$5.58K	0.03%	223
2018 Q3	$334K	Buy	13,870 +1,450	+12%	+$34.4K	0.03%	212
2018 Q2	$285K	Buy	+12,420	New	+$282K	0.03%	240
2018 Q1	–	Sell	-14,435	Closed	-$303K	–	321
2017 Q4	$303K	Sell	14,435 -4,215	-23%	-$87.5K	0.03%	223
2017 Q3	$373K	Sell	18,650 -200	-1%	-$3.89K	0.04%	184
2017 Q2	$355K	Buy	18,850 +160	+0.9%	+$2.96K	0.04%	186
2017 Q1	$335K	Sell	18,690 -12,240	-40%	-$214K	0.04%	181
2016 Q4	$517K	Sell	30,930 -11,825	-28%	-$197K	0.07%	132
2016 Q3	$720K	Sell	42,755 -434,065	-91%	-$7.29M	0.13%	99
2016 Q2	$7.72M	Sell	476,820 -12,685	-3%	-$203K	2.16%	11
2016 Q1	$7.77M	Buy	489,505 +16,365	+3%	+$246K	2.51%	9
2015 Q4	$7.64M	Buy	473,140 +73,060	+18%	+$1.19M	3.08%	6
2015 Q3	$6.19M	Buy	400,080 +44,385	+12%	+$722K	2.69%	7
2015 Q2	$5.77M	Buy	355,695 +81,160	+30%	+$1.35M	2.44%	7
2015 Q1	$4.56M	Buy	+274,535	New	+$4.47M	2.09%	8

Other funds holding RPG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MAM

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

FSA

Financial Security Advisor Virginia Beach, Virginia $615M AUM 26.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sequoia Financial Advisors's RPG Position: Q2 2026 in Review

Sequoia Financial Advisors held its Invesco S&P 500 Pure Growth ETF (RPG) position steady in Q2 2026 at 10,423 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Sequoia Financial Advisors first reported a position in RPG in Q1 2015 and has held it in 28 quarters since. The position peaked at $7.77M in Q1 2016. 320 funds tracked by Wall St. Rank hold RPG as of Q2 2026.

Sequoia Financial Advisors held 10,423 shares of Invesco S&P 500 Pure Growth ETF worth $666K as of Q2 2026.
Sequoia Financial Advisors left its Invesco S&P 500 Pure Growth ETF share count unchanged in Q2 2026.
Invesco S&P 500 Pure Growth ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1149 holding.
Sequoia Financial Advisors first reported a position in Invesco S&P 500 Pure Growth ETF in Q1 2015 and has held it in 28 quarters since.
Sequoia Financial Advisors's Invesco S&P 500 Pure Growth ETF position peaked at $7.77M in Q1 2016.
320 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.