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Ameritas Investment Partners’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Ameritas Investment Partners’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
2024
Q4 		– Sell
-42,513
Closed -$2.09M – 3142
2024
Q3 		$2.09M Buy
42,513
+5,282
+14% +$255K 0.07% 317
2024
Q2 		$1.82M Buy
+37,231
New +$1.82M 0.06% 338

Other funds holding RFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
MIM
Marshall Investment Management Littleton, Colorado $208M AUM 30.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameritas Investment Partners's RFG Position: Q4 2024 in Review

Ameritas Investment Partners sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q4 2024, closing a stake of 42,513 shares — an estimated $2.09M sold.

Ameritas Investment Partners first reported a position in RFG in Q2 2024 and held it in 2 quarters. The position peaked at $2.09M in Q3 2024. 104 funds tracked by Wall St. Rank hold RFG as of Q4 2024.

  • Ameritas Investment Partners reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Ameritas Investment Partners sold 42,513 Invesco S&P MidCap 400 Pure Growth ETF shares in Q4 2024, an estimated $2.09M.
  • Ameritas Investment Partners first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q2 2024 and held it in 2 quarters.
  • Ameritas Investment Partners's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $2.09M in Q3 2024.
  • 104 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q4 2024.

Based on Ameritas Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.