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

Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return