AIFAIM
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American Institute for Advanced Investment Management’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

American Institute for Advanced Investment Management’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
2026
Q2 		$443K Hold
6,872
– – 0.26% 100
2026
Q1 		$377K Buy
6,872
+300
+5% +$16.8K 0.24% 107
2025
Q4 		$345K Hold
6,572
– – 0.22% 108
2025
Q3 		$335K Sell
6,572
-90
-1% -$4.53K 0.22% 107
2025
Q2 		$325K Buy
6,662
+200
+3% +$9.17K 0.23% 104
2025
Q1 		$283K Buy
6,462
+977
+18% +$46.7K 0.22% 111
2024
Q4 		$266K Hold
5,485
– – 0.2% 113
2024
Q3 		$270K Hold
5,485
– – 0.19% 119
2024
Q2 		$267K Hold
5,485
– – 0.2% 114
2024
Q1 		$278K Hold
5,485
– – 0.22% 109
2023
Q4 		$226K Hold
5,485
– – 0.2% 111
2023
Q3 		$215K Hold
5,485
– – 0.2% 111
2023
Q2 		$214K Buy
+5,485
New +$202K 0.19% 111
2022
Q2 		– Sell
-5,485
Closed -$224K – 123
2022
Q1 		$224K Sell
5,485
-525
-9% -$21.7K 0.16% 106
2021
Q4 		$277K Hold
6,010
– – 0.19% 103
2021
Q3 		$265K Hold
6,010
– – 0.19% 103
2021
Q2 		$272K Hold
6,010
– – 0.19% 100
2021
Q1 		$264K Hold
6,010
– – 0.2% 94
2020
Q4 		$244K Sell
6,010
-125
-2% -$4.7K 0.2% 92
2020
Q3 		$207K Buy
+6,135
New +$199K 0.19% 91

Other funds holding RFG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

American Institute for Advanced Investment Management's RFG Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its Invesco S&P MidCap 400 Pure Growth ETF (RFG) position steady in Q2 2026 at 6,872 shares worth $443K. The position accounts for 0.26% of the portfolio, ranked #100.

American Institute for Advanced Investment Management first reported a position in RFG in Q3 2020 and has held it in 20 quarters since. 73 funds tracked by Wall St. Rank hold RFG as of Q2 2026.

  • American Institute for Advanced Investment Management held 6,872 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $443K as of Q2 2026.
  • American Institute for Advanced Investment Management left its Invesco S&P MidCap 400 Pure Growth ETF share count unchanged in Q2 2026.
  • Invesco S&P MidCap 400 Pure Growth ETF made up 0.26% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #100 holding.
  • American Institute for Advanced Investment Management first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q3 2020 and has held it in 20 quarters since.
  • 73 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.