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

Verum 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
2026
Q1 		$233K Buy
4,989
+2
+0% +$97 0.04% 164
2025
Q4 		$233K Sell
4,987
-34
-0.7% -$1.59K 0.05% 156
2025
Q3 		$240K Sell
5,021
-415
-8% -$19.4K 0.05% 154
2025
Q2 		$249K Buy
5,436
+2
+0% +$82 0.06% 146
2025
Q1 		$208K Buy
5,434
+4
+0.1% +$167 0.06% 149
2024
Q4 		$224K Sell
5,430
-985
-15% -$40.9K 0.06% 148
2024
Q3 		$252K Buy
6,415
+3
+0% +$111 0.07% 140
2024
Q2 		$239K Buy
6,412
+1
+0% +$36 0.08% 140
2024
Q1 		$235K Sell
6,411
-13
-0.2% -$447 0.08% 140
2023
Q4 		$207K Buy
+6,424
New +$197K 0.08% 137

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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