Argent Financial Group’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Argent Financial Group’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 Q3	$284K	Buy	+5,780	New	+$279K	0.03%	266

Other funds holding RFG

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Argent Financial Group's RFG Position: Q3 2024 in Review

Argent Financial Group opened a new position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q3 2024: 5,780 shares worth $284K. The stake represents 0.03% of the portfolio and ranks #266 among its holdings.

103 funds tracked by Wall St. Rank hold RFG as of Q3 2024.

Argent Financial Group held 5,780 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $284K as of Q3 2024.
Invesco S&P MidCap 400 Pure Growth ETF was a new Argent Financial Group position in Q3 2024.
Invesco S&P MidCap 400 Pure Growth ETF made up 0.03% of Argent Financial Group's portfolio in Q3 2024, its #266 holding.
103 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.