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Simplicity Solutions’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Simplicity Solutions’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
2019
Q4 		– Sell
-8,700
Closed -$206K – 864
2019
Q3 		$206K Buy
+8,700
New +$208K 0.01% 676
2019
Q2 		– Sell
-12,535
Closed -$290K – 826
2019
Q1 		$290K Buy
+12,535
New +$276K 0.02% 547

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

Simplicity Solutions's RPG Position: Q4 2019 in Review

Simplicity Solutions sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q4 2019, closing a stake of 8,700 shares — an estimated $206K sold.

Simplicity Solutions first reported a position in RPG in Q1 2019 and held it in 2 quarters. The position peaked at $290K in Q1 2019. 205 funds tracked by Wall St. Rank hold RPG as of Q4 2019.

  • Simplicity Solutions reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Simplicity Solutions sold 8,700 Invesco S&P 500 Pure Growth ETF shares in Q4 2019, an estimated $206K.
  • Simplicity Solutions first reported a position in Invesco S&P 500 Pure Growth ETF in Q1 2019 and held it in 2 quarters.
  • Simplicity Solutions's Invesco S&P 500 Pure Growth ETF position peaked at $290K in Q1 2019.
  • 205 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q4 2019.

Based on Simplicity Solutions's 13F filing for Q4 2019, filed 12 Feb 2020.