SHWM
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Silicon Hills Wealth Management’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Silicon Hills 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
2020
Q1 		– Sell
-10
Closed -$28 – 242
2019
Q4 		$28 Buy
+10
New +$243 0.02% 168

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HighTower Advisors
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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

Silicon Hills Wealth Management's RPG Position: Q1 2020 in Review

Silicon Hills Wealth Management sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q1 2020, closing a stake of 10 shares — an estimated $28 sold.

Silicon Hills Wealth Management first reported a position in RPG in Q4 2019 and held it in 1 quarter. The position peaked at $28 in Q4 2019. 190 funds tracked by Wall St. Rank hold RPG as of Q1 2020.

  • Silicon Hills Wealth Management reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Silicon Hills Wealth Management sold 10 Invesco S&P 500 Pure Growth ETF shares in Q1 2020, an estimated $28.
  • Silicon Hills Wealth Management first reported a position in Invesco S&P 500 Pure Growth ETF in Q4 2019 and held it in 1 quarter.
  • Silicon Hills Wealth Management's Invesco S&P 500 Pure Growth ETF position peaked at $28 in Q4 2019.
  • 190 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q1 2020.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.