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Triad Wealth Partners’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-265
Closed -$9.87K – 716
2024
Q2 		$9.87K Buy
+265
New +$9.47K 0.01% 455

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Wells Fargo
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MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FSA
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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Triad Wealth Partners's RPG Position: Q3 2024 in Review

Triad Wealth Partners sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q3 2024, closing a stake of 265 shares — an estimated $9.87K sold.

Triad Wealth Partners first reported a position in RPG in Q2 2024 and held it in 1 quarter. The position peaked at $9.87K in Q2 2024. 249 funds tracked by Wall St. Rank hold RPG as of Q3 2024.

  • Triad Wealth Partners reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 265 Invesco S&P 500 Pure Growth ETF shares in Q3 2024, an estimated $9.87K.
  • Triad Wealth Partners first reported a position in Invesco S&P 500 Pure Growth ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Invesco S&P 500 Pure Growth ETF position peaked at $9.87K in Q2 2024.
  • 249 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.