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United Capital Financial Advisors’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

United Capital Financial Advisors’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
2022
Q1 		– Sell
-7,250
Closed -$306K – 1213
2021
Q4 		$306K Hold
7,250
– – ﹤0.01% 1017
2021
Q3 		$279K Sell
7,250
-1,250
-15% -$48.9K ﹤0.01% 1037
2021
Q2 		$313K Hold
8,500
– – ﹤0.01% 1013
2021
Q1 		$279K Sell
8,500
-1,575
-16% -$52.1K ﹤0.01% 1006
2020
Q4 		$328K Sell
10,075
-2,100
-17% -$64.1K ﹤0.01% 964
2020
Q3 		$345K Sell
12,175
-4,845
-28% -$135K ﹤0.01% 918
2020
Q2 		$441K Sell
17,020
-1,135
-6% -$27K ﹤0.01% 911
2020
Q1 		$364K Sell
18,155
-3,975
-18% -$96.1K ﹤0.01% 926
2019
Q4 		$560K Sell
22,130
-305
-1% -$7.41K ﹤0.01% 955
2019
Q3 		$531K Buy
22,435
+3,315
+17% +$79.2K ﹤0.01% 934
2019
Q2 		$457K Sell
19,120
-2,150
-10% -$50.4K ﹤0.01% 1077
2019
Q1 		$492K Sell
21,270
-10,525
-33% -$231K ﹤0.01% 984
2018
Q4 		$634K Buy
31,795
+1,570
+5% +$33.7K 0.01% 837
2018
Q3 		$727K Buy
30,225
+2,450
+9% +$58.1K 0.01% 860
2018
Q2 		$637K Sell
27,775
-1,235
-4% -$28K ﹤0.01% 877
2018
Q1 		$637K Buy
+29,010
New +$646K ﹤0.01% 892

Other funds holding RPG

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FC
Forte Capital Rochester, New York $930M AUM 24.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

United Capital Financial Advisors's RPG Position: Q1 2022 in Review

United Capital Financial Advisors sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q1 2022, closing a stake of 7,250 shares — an estimated $306K sold.

United Capital Financial Advisors first reported a position in RPG in Q1 2018 and held it in 16 quarters. The position peaked at $727K in Q3 2018. 242 funds tracked by Wall St. Rank hold RPG as of Q1 2022.

  • United Capital Financial Advisors reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q1 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 7,250 Invesco S&P 500 Pure Growth ETF shares in Q1 2022, an estimated $306K.
  • United Capital Financial Advisors first reported a position in Invesco S&P 500 Pure Growth ETF in Q1 2018 and held it in 16 quarters.
  • United Capital Financial Advisors's Invesco S&P 500 Pure Growth ETF position peaked at $727K in Q3 2018.
  • 242 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q1 2022.

Based on United Capital Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.