Farther Finance Advisors, LLC RPG — INVESCO S&P 500 PURE GROWTH ETF

Ownership history in Farther Finance Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported INVESCO S&P 500 PURE GROWTH ETF (RPG) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows RPG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RPG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in INVESCO S&P 500 PURE GROWTH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RPG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RPG stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held RPG — position size vs. price
% of Fund (quarterly)    RPG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 5,861 +3,086 +111.2% 0.00% $280K 2026-04-07 $48.37
2025 Q4 REDUCED 71.5% +0.2% ❌ 2,775 -6,945 -71.5% 0.00% $130K 2026-01-23 $49.04
2025 Q3 ADDED — — — 9,720 +8,970 +1196.0% 0.01% $464K 2025-10-14 $47.66
2025 Q2 UNCHANGED — — — 750 — 0% 0.00% $34K 2025-07-11 $45.94
2025 Q1 INITIATED — — — 750 — — 0.00% $29K 2025-04-14 $36.85

🏢 Other funds also holding RPG

As of 2026 Q1 — sorted by position size

Financial Security Advisor, Inc. 5.84% Marquette Asset Management, LLC 3Y 7Y 4.91% Guardian Capital, LLC 3.78% New England Private Wealth Advisors LLC 3Y 7Y 3.04% Trinity Wealth Management, LLC 3Y 2.46% Altium Investment Strategies LLC 2.39% Delos Wealth Advisors, LLC 3Y 1.48% Auxano Advisors, LLC 3Y 1.3% Wolff Financial Management LLC 3Y 7Y 1.05% CUTLER INVESTMENT COUNSEL LLC 3Y 7Y 0.99%

FAQ About Farther Finance Advisors, LLC and RPG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning RPG?

Farther Finance Advisors, LLC reported RPG across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported RPG position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for RPG was 0.01% in 2025 Q3.

What is the latest reported RPG position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 5,861 shares, equal to 0.00% of portfolio, with an estimated market value of $280K.

What does the chart on this RPG ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly RPG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their RPG position?

Based on 13F filing dates vs. subsequent RPG price moves, Farther Finance Advisors, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on RPG relative to SPY over the holding period was +6.3%.

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