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Sunbelt Securities’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Sunbelt Securities’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
Q1 		$22.7K Hold
485
– – ﹤0.01% 1253
2025
Q4 		$22.6K Hold
485
– – ﹤0.01% 1221
2025
Q3 		$23.1K Hold
485
– – ﹤0.01% 1220
2025
Q2 		$20K Hold
485
– – ﹤0.01% 1172
2025
Q1 		$18.6K Hold
485
– – ﹤0.01% 1137
2024
Q4 		$20.1K Hold
485
– – ﹤0.01% 1170
2024
Q3 		$19K Sell
485
-40
-8% -$1.49K ﹤0.01% 1184
2024
Q2 		$19.6K Hold
525
– – ﹤0.01% 1136
2024
Q1 		$19.3K Hold
525
– – ﹤0.01% 1102
2023
Q4 		$16.9K Hold
525
– – ﹤0.01% 1064
2023
Q3 		$15.8K Hold
525
– – ﹤0.01% 1063
2023
Q2 		$16K Hold
525
– – ﹤0.01% 1072
2023
Q1 		$15.7K Buy
+525
New +$16K ﹤0.01% 1014

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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
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MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 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
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return