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

WFG 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
2016
Q1 		– Sell
-2,500
Closed -$40K – 1654
2015
Q4 		$40K Sell
2,500
-1,000
-29% -$16.3K 0.01% 723
2015
Q3 		$54K Hold
3,500
– – 0.02% 622
2015
Q2 		$57K Buy
3,500
+2,500
+250% +$41.6K 0.02% 692
2015
Q1 		$17K Sell
1,000
-2,060
-67% -$33.5K ﹤0.01% 1035
2014
Q4 		$49K Buy
3,060
+5
+0.2% +$78 0.01% 892
2014
Q3 		$47K Buy
3,055
+5
+0.2% +$78 0.01% 942
2014
Q2 		$47K Buy
3,050
+10
+0.3% +$147 0.01% 940
2014
Q1 		$45K Buy
3,040
+430
+16% +$6.22K 0.01% 948
2013
Q4 		$37K Buy
+2,610
New +$34.9K 0.01% 1112

Other funds holding RPG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return