Brandywine Oak Private Wealth’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Brandywine Oak Private Wealth’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
2019 Q1	–	Sell	-2,350	Closed	-$61K	–	527
2018 Q4	$61K	Buy	+2,350	New	+$68.8K	0.01%	338

Other funds holding RFG

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FANJ

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brandywine Oak Private Wealth's RFG Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q1 2019, closing a stake of 2,350 shares — an estimated $61K sold.

Brandywine Oak Private Wealth first reported a position in RFG in Q4 2018 and held it in 1 quarter. The position peaked at $61K in Q4 2018. 91 funds tracked by Wall St. Rank hold RFG as of Q1 2019.

Brandywine Oak Private Wealth reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q1 2019 after selling out during the quarter.
Brandywine Oak Private Wealth sold 2,350 Invesco S&P MidCap 400 Pure Growth ETF shares in Q1 2019, an estimated $61K.
Brandywine Oak Private Wealth first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q4 2018 and held it in 1 quarter.
Brandywine Oak Private Wealth's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $61K in Q4 2018.
91 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.