VHAM
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Van Hulzen Asset Management’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Van Hulzen Asset Management’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
2025
Q1 		– Sell
-150
Closed -$6.19K – 926
2024
Q4 		$6.19K Buy
+150
New +$6.24K ﹤0.01% 824

Other funds holding RPG

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FSA
Financial Security Advisor Virginia Beach, Virginia $615M AUM 26.08% 1-Year Est. Return
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

Van Hulzen Asset Management's RPG Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q1 2025, closing a stake of 150 shares — an estimated $6.19K sold.

Van Hulzen Asset Management first reported a position in RPG in Q4 2024 and held it in 1 quarter. The position peaked at $6.19K in Q4 2024. 257 funds tracked by Wall St. Rank hold RPG as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 150 Invesco S&P 500 Pure Growth ETF shares in Q1 2025, an estimated $6.19K.
  • Van Hulzen Asset Management first reported a position in Invesco S&P 500 Pure Growth ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Invesco S&P 500 Pure Growth ETF position peaked at $6.19K in Q4 2024.
  • 257 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.