Summit Wealth Group (Colorado)’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Summit Wealth Group (Colorado)’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
2026 Q2	$7.83M	Sell	122,668 -247	-0.2%	-$14K	0.65%	25
2026 Q1	$5.75M	Buy	122,915 +7,908	+7%	+$385K	0.6%	26
2025 Q4	$5.37M	Buy	+115,007	New	+$5.39M	0.71%	21
2025 Q3	–	Sell	-116,787	Closed	-$5.35M	–	412
2025 Q2	$5.35M	Buy	+116,787	New	+$4.79M	1.34%	16

Other funds holding RPG

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JMBAI

J. M. Brown & Associates Inc. Tulsa, Oklahoma $175M AUM

Summit Wealth Group (Colorado)'s RPG Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Invesco S&P 500 Pure Growth ETF (RPG) stake by 0.2% in Q2 2026, selling an estimated $14K and leaving 122,668 shares worth $7.83M. The position accounts for 0.65% of the portfolio, ranked #25.

Summit Wealth Group (Colorado) first reported a position in RPG in Q2 2025 and has held it in 4 quarters since. 114 funds tracked by Wall St. Rank hold RPG as of Q2 2026.

Summit Wealth Group (Colorado) held 122,668 shares of Invesco S&P 500 Pure Growth ETF worth $7.83M as of Q2 2026.
Summit Wealth Group (Colorado) sold 247 Invesco S&P 500 Pure Growth ETF shares in Q2 2026, an estimated $14K.
Invesco S&P 500 Pure Growth ETF made up 0.65% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #25 holding.
Summit Wealth Group (Colorado) first reported a position in Invesco S&P 500 Pure Growth ETF in Q2 2025 and has held it in 4 quarters since.
114 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.