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WealthPLAN Partners’s
Invesco S&P 500 Pure Growth ETF
RPG
Stock Holding History
WealthPLAN 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
2023
Q3
–
Sell
-20
Closed
-$610
–
974
2023
Q2
$610
Hold
20
–
–
﹤0.01%
1168
2023
Q1
$605
Buy
+20
New
+$610
﹤0.01%
1236
2016
Q3
$418K
Hold
25,000
–
–
0.14%
93
2016
Q2
$405K
Buy
+25,000
New
+$400K
0.05%
238
2015
Q4
$404K
Buy
+25,000
New
+$409K
0.07%
180
2015
Q2
$2K
Buy
+120
New
+$2K
﹤0.01%
386
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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