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

Bellwether Investment 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
2017 Q2	–	Sell	-210	Closed	-$6K	–	499
2017 Q1	$6K	Hold	210	–	–	0.02%	594
2016 Q4	$5K	Buy	+210	New	+$5.25K	﹤0.01%	787
2016 Q2	$8K	Buy	+345	New	+$8.39K	0.01%	437

Other funds holding RFG

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

Forte Capital Rochester, New York $930M AUM 24.11% 1-Year Est. Return

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

Bank of Stockton Stockton, California $323M AUM 22.34% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return