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Steward Financial Group’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Steward Financial Group’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
2023
Q3 		$48K Hold
1,625
– – 0.02% 150
2023
Q2 		$49K Buy
+1,625
New +$48.6K 0.02% 144

Other funds holding RPG

Invesco
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FSA
Financial Security Advisor Virginia Beach, Virginia $544M AUM 18.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Steward Financial Group's RPG Position: Q3 2023 in Review

Steward Financial Group held its Invesco S&P 500 Pure Growth ETF (RPG) position steady in Q3 2023 at 1,625 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #150.

Steward Financial Group first reported a position in RPG in Q2 2023 and has held it in 2 quarters since. The position peaked at $49K in Q2 2023. 233 funds tracked by Wall St. Rank hold RPG as of Q3 2023.

  • Steward Financial Group held 1,625 shares of Invesco S&P 500 Pure Growth ETF worth $48K as of Q3 2023.
  • Steward Financial Group left its Invesco S&P 500 Pure Growth ETF share count unchanged in Q3 2023.
  • Invesco S&P 500 Pure Growth ETF made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #150 holding.
  • Steward Financial Group first reported a position in Invesco S&P 500 Pure Growth ETF in Q2 2023 and has held it in 2 quarters since.
  • Steward Financial Group's Invesco S&P 500 Pure Growth ETF position peaked at $49K in Q2 2023.
  • 233 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.