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

World Investment 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
2024 Q4	–	Sell	-7,394	Closed	-$290K	–	1037
2024 Q3	$290K	Buy	7,394 +1,448	+24%	+$53.8K	0.01%	749
2024 Q2	$222K	Buy	5,946 +442	+8%	+$15.8K	0.01%	566
2024 Q1	$202K	Buy	+5,504	New	+$189K	0.03%	381

Other funds holding RPG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FSA

Financial Security Advisor Virginia Beach, Virginia $615M AUM 26.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

World Investment Advisors's RPG Position: Q4 2024 in Review

World Investment Advisors sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q4 2024, closing a stake of 7,394 shares — an estimated $290K sold.

World Investment Advisors first reported a position in RPG in Q1 2024 and held it in 3 quarters. The position peaked at $290K in Q3 2024. 257 funds tracked by Wall St. Rank hold RPG as of Q4 2024.

World Investment Advisors reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q4 2024 after selling out during the quarter.
World Investment Advisors sold 7,394 Invesco S&P 500 Pure Growth ETF shares in Q4 2024, an estimated $290K.
World Investment Advisors first reported a position in Invesco S&P 500 Pure Growth ETF in Q1 2024 and held it in 3 quarters.
World Investment Advisors's Invesco S&P 500 Pure Growth ETF position peaked at $290K in Q3 2024.
257 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q4 2024.

Based on World Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.