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Squar Milner Financial Services’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Squar Milner Financial Services’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
2018
Q3 		– Sell
-4,115
Closed -$94K – 840
2018
Q2 		$94K Buy
+4,115
New +$93.4K 0.08% 256

Other funds holding RPG

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Squar Milner Financial Services's RPG Position: Q3 2018 in Review

Squar Milner Financial Services sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q3 2018, closing a stake of 4,115 shares — an estimated $94K sold.

Squar Milner Financial Services first reported a position in RPG in Q2 2018 and held it in 1 quarter. The position peaked at $94K in Q2 2018. 164 funds tracked by Wall St. Rank hold RPG as of Q3 2018.

  • Squar Milner Financial Services reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 4,115 Invesco S&P 500 Pure Growth ETF shares in Q3 2018, an estimated $94K.
  • Squar Milner Financial Services first reported a position in Invesco S&P 500 Pure Growth ETF in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's Invesco S&P 500 Pure Growth ETF position peaked at $94K in Q2 2018.
  • 164 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.