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 Q3	$7.07M	Sell	121,065 -1,603	-1%	-$92.9K	0.45%	34
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	–	598
2025 Q2	$5.35M	Buy	+116,787	New	+$4.79M	1.34%	16

Other funds holding RPG

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Financial Security Advisor Virginia Beach, Virginia $599M AUM 18.92% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Summit Wealth Group (Colorado)'s RPG Position: Q3 2026 in Review

Summit Wealth Group (Colorado) reduced its Invesco S&P 500 Pure Growth ETF (RPG) stake by 1.3% in Q3 2026, selling an estimated $92.9K and leaving 121,065 shares worth $7.07M. The position accounts for 0.45% of the portfolio, ranked #34.

Summit Wealth Group (Colorado) first reported a position in RPG in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.83M in Q2 2026. 141 funds tracked by Wall St. Rank hold RPG as of Q3 2026.

Summit Wealth Group (Colorado) held 121,065 shares of Invesco S&P 500 Pure Growth ETF worth $7.07M as of Q3 2026.
Summit Wealth Group (Colorado) sold 1,603 Invesco S&P 500 Pure Growth ETF shares in Q3 2026, an estimated $92.9K.
Invesco S&P 500 Pure Growth ETF made up 0.45% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #34 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 5 quarters since.
Summit Wealth Group (Colorado)'s Invesco S&P 500 Pure Growth ETF position peaked at $7.83M in Q2 2026.
141 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.