RPG — INVESCO S&P

Ownership history in IBEX WEALTH ADVISORS  ·  2 quarters on record

This page tracks every 13F SEC filing in which IBEX WEALTH ADVISORS reported a position in INVESCO S&P (RPG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.18% (2025 Q1)
Avg. % of fund
0.13%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 18,358 -17,293 -48.5% 0.08% $876K $47.71
2025 Q1 INITIATED 35,651 — — 0.18% $1.4M $38.18
% of Fund (quarterly)    RPG price (monthly, adj. close)

Other funds also holding RPG

As of 2025 Q4 — sorted by position size

Financial Security Advisor, Inc. 6.2% Marquette Asset Management, LLC 3Y 7Y 4.85% New England Private Wealth Advisors LLC 3Y 7Y 1.65% Delos Wealth Advisors, LLC 3Y 1.64% Auxano Advisors, LLC 3Y 1.32% Wolff Financial Management LLC 3Y 7Y 1.1% CUTLER INVESTMENT COUNSEL LLC 3Y 7Y 1.06% Beacon Bridge Wealth Partners, LLC 3Y 0.95% Plan Group Financial, LLC 3Y 0.89% Wealth Group Ltd 0.81%
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