Sterling Financial Planning’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Sterling Financial Planning’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
2021 Q4	–	Sell	-720	Closed	-$28K	–	327
2021 Q3	$28K	Hold	720	–	–	0.02%	233
2021 Q2	$26K	Hold	720	–	–	0.02%	234
2021 Q1	$24K	Hold	720	–	–	0.02%	216
2020 Q4	$23K	Buy	+720	New	+$22K	0.02%	207

Other funds holding RPG

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return

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

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sterling Financial Planning's RPG Position: Q4 2021 in Review

Sterling Financial Planning sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q4 2021, closing a stake of 720 shares — an estimated $28K sold.

Sterling Financial Planning first reported a position in RPG in Q4 2020 and held it in 4 quarters. The position peaked at $28K in Q3 2021. 283 funds tracked by Wall St. Rank hold RPG as of Q4 2021.

Sterling Financial Planning reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 720 Invesco S&P 500 Pure Growth ETF shares in Q4 2021, an estimated $28K.
Sterling Financial Planning first reported a position in Invesco S&P 500 Pure Growth ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's Invesco S&P 500 Pure Growth ETF position peaked at $28K in Q3 2021.
283 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.