VWA
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V Wealth Advisors’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

V Wealth 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
2020
Q1 		– Sell
-8,765
Closed -$208K – 366
2019
Q4 		$208K Hold
8,765
– – 0.07% 269
2019
Q3 		$208K Buy
+8,765
New +$209K 0.07% 269
2019
Q2 		– Sell
-9,605
Closed -$229K – 283
2019
Q1 		$229K Sell
9,605
-4,540
-32% -$99.8K 0.09% 221
2018
Q4 		$294K Buy
14,145
+10
+0.1% +$215 0.15% 154
2018
Q3 		$341K Buy
14,135
+5
+0% +$119 0.16% 154
2018
Q2 		$333K Buy
14,130
+205
+1% +$4.65K 0.19% 134
2018
Q1 		$297K Buy
13,925
+1,800
+15% +$40.1K 0.16% 148
2017
Q4 		$269K Buy
12,125
+1,830
+18% +$38K 0.14% 159
2017
Q3 		$208K Buy
10,295
+870
+9% +$16.9K 0.11% 174
2017
Q2 		$176K Buy
+9,425
New +$175K 0.08% 190

Other funds holding RPG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return