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

Wealthfront’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
2015
Q2 		– Sell
-475
Closed -$8K – 1364
2015
Q1 		$8K Buy
+475
New +$7.73K ﹤0.01% 681

Other funds holding RPG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
KWILP
Kiwi Wealth Investments Limited Partnership Wellington, New Zealand $126M AUM 18.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealthfront's RPG Position: Q2 2015 in Review

Wealthfront sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q2 2015, closing a stake of 475 shares — an estimated $8K sold.

Wealthfront first reported a position in RPG in Q1 2015 and held it in 1 quarter. The position peaked at $8K in Q1 2015. 119 funds tracked by Wall St. Rank hold RPG as of Q2 2015.

  • Wealthfront reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q2 2015 after selling out during the quarter.
  • Wealthfront sold 475 Invesco S&P 500 Pure Growth ETF shares in Q2 2015, an estimated $8K.
  • Wealthfront first reported a position in Invesco S&P 500 Pure Growth ETF in Q1 2015 and held it in 1 quarter.
  • Wealthfront's Invesco S&P 500 Pure Growth ETF position peaked at $8K in Q1 2015.
  • 119 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q2 2015.

Based on Wealthfront's 13F filing for Q2 2015, filed 18 Aug 2015.