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

WCG 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
2026
Q1 		$543K Sell
11,621
-2,554
-18% -$124K 0.02% 449
2025
Q4 		$662K Buy
+14,175
New +$664K 0.02% 413
2025
Q1 		– Sell
-10,182
Closed -$420K – 319
2024
Q4 		$420K Hold
10,182
– – 0.03% 275
2024
Q3 		$400K Sell
10,182
-250
-2% -$9.28K 0.03% 287
2024
Q2 		$389K Hold
10,432
– – 0.03% 257
2024
Q1 		$383K Sell
10,432
-240
-2% -$8.25K 0.03% 234
2023
Q4 		$344K Sell
10,672
-460
-4% -$14.1K 0.03% 277
2023
Q3 		$336K Buy
+11,132
New +$345K 0.02% 260
2022
Q4 		– Sell
-11,605
Closed -$336K – 253
2022
Q3 		$336K Sell
11,605
-110
-0.9% -$3.52K 0.04% 215
2022
Q2 		$346K Buy
+11,715
New +$378K 0.05% 196

Other funds holding RPG

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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