Wealth Enhancement Advisory Services
RPG icon

Wealth Enhancement Advisory Services’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$6.38M Sell
105,077
-2,400
-2% -$136K 0.01% 873
2026
Q1 		$5.16M Sell
107,477
-14,213
-12% -$691K 0.01% 885
2025
Q4 		$5.94M Sell
121,690
-9,438
-7% -$442K 0.01% 935
2025
Q3 		$6.27M Sell
131,128
-3,513
-3% -$165K 0.01% 842
2025
Q2 		$6.24M Buy
134,641
+878
+0.7% +$36K 0.01% 814
2025
Q1 		$5.12M Sell
133,763
-4,817
-3% -$201K 0.01% 830
2024
Q4 		$5.72M Buy
138,580
+129,099
+1,362% +$5.37M 0.01% 752
2024
Q3 		$372K Buy
9,481
+2,106
+29% +$78.2K ﹤0.01% 2035
2024
Q2 		$275K Buy
7,375
+1,904
+35% +$68K ﹤0.01% 2041
2024
Q1 		$201K Buy
+5,471
New +$188K ﹤0.01% 2199

Other funds holding RPG

MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
AIS
Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return