AWA
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Acorn Wealth Advisors’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Acorn Wealth Advisors’s Portfolio RFG Stock Details RFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-600
Closed -$19K – 359
2018
Q2 		$19K Hold
600
– – 0.02% 402
2018
Q1 		$19K Sell
600
-20
-3% -$640 0.02% 396
2017
Q4 		$20K Buy
+620
New +$18.7K 0.02% 382

Other funds holding RFG

PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Acorn Wealth Advisors's RFG Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q3 2018, closing a stake of 600 shares — an estimated $19K sold.

Acorn Wealth Advisors first reported a position in RFG in Q4 2017 and held it in 3 quarters. The position peaked at $20K in Q4 2017. 94 funds tracked by Wall St. Rank hold RFG as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 600 Invesco S&P MidCap 400 Pure Growth ETF shares in Q3 2018, an estimated $19K.
  • Acorn Wealth Advisors first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $20K in Q4 2017.
  • 94 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.