WealthPlan Investment Management’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

WealthPlan Investment 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
2026 Q2	$297K	Buy	4,658 +2	+0%	+$114	0.01%	400
2026 Q1	$218K	Buy	4,656 +2	+0%	+$97	0.01%	437
2025 Q4	$217K	Hold	4,654	–	–	0.01%	356
2025 Q3	$222K	Buy	4,654 +5	+0.1%	+$234	0.01%	308
2025 Q2	$213K	Buy	+4,649	New	+$191K	0.02%	330

Other funds holding RPG

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WealthPlan Investment Management's RPG Position: Q2 2026 in Review

WealthPlan Investment Management increased its Invesco S&P 500 Pure Growth ETF (RPG) stake by 0.04% in Q2 2026, buying an estimated $114 and bringing the position to 4,658 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #400.

WealthPlan Investment Management first reported a position in RPG in Q2 2025 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold RPG as of Q2 2026.

WealthPlan Investment Management held 4,658 shares of Invesco S&P 500 Pure Growth ETF worth $297K as of Q2 2026.
WealthPlan Investment Management bought 2 Invesco S&P 500 Pure Growth ETF shares in Q2 2026, an estimated $114.
Invesco S&P 500 Pure Growth ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #400 holding.
WealthPlan Investment Management first reported a position in Invesco S&P 500 Pure Growth ETF in Q2 2025 and has held it in 5 quarters since.
114 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.