Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$1.29M Sell
23,460
-860
-4% -$48.3K ﹤0.01% 1953
2025
Q4 		$1.27M Sell
24,320
-1,172
-5% -$60.7K ﹤0.01% 1914
2025
Q3 		$1.3M Buy
25,492
+1,042
+4% +$52.5K ﹤0.01% 1849
2025
Q2 		$1.19M Sell
24,450
-2,776
-10% -$127K ﹤0.01% 1816
2025
Q1 		$1.19M Sell
27,226
-2,962
-10% -$142K ﹤0.01% 1719
2024
Q4 		$1.46M Buy
30,188
+4,004
+15% +$201K ﹤0.01% 1584
2024
Q3 		$1.29M Buy
26,184
+5,232
+25% +$252K ﹤0.01% 1670
2024
Q2 		$1.02M Sell
20,952
-23,163
-53% -$1.13M ﹤0.01% 1760
2024
Q1 		$2.24M Buy
44,115
+24,369
+123% +$1.1M 0.01% 1190
2023
Q4 		$815K Sell
19,746
-4,438
-18% -$174K ﹤0.01% 1795
2023
Q3 		$948K Buy
24,184
+844
+4% +$33.8K ﹤0.01% 1624
2023
Q2 		$912K Buy
23,340
+205
+0.9% +$7.56K ﹤0.01% 1674
2023
Q1 		$847K Sell
23,135
-4,015
-15% -$148K ﹤0.01% 1680
2022
Q4 		$972K Buy
27,150
+520
+2% +$19K 0.01% 1532
2022
Q3 		$889K Sell
26,630
-2,220
-8% -$80.3K 0.01% 1556
2022
Q2 		$942K Sell
28,850
-2,000
-6% -$73.4K 0.01% 1522
2022
Q1 		$1.26M Sell
30,850
-570
-2% -$23.5K 0.01% 1419
2021
Q4 		$1.45M Buy
31,420
+8,345
+36% +$386K 0.01% 1341
2021
Q3 		$1.02M Sell
23,075
-2,305
-9% -$104K 0.01% 1505
2021
Q2 		$1.15M Buy
25,380
+720
+3% +$32.1K 0.01% 1435
2021
Q1 		$1.08M Sell
24,660
-650
-3% -$28.4K 0.01% 1387
2020
Q4 		$1.03M Buy
25,310
+75
+0.3% +$2.82K 0.01% 1289
2020
Q3 		$850K Buy
25,235
+9,470
+60% +$308K 0.01% 1272
2020
Q2 		$474K Sell
15,765
-905
-5% -$24.6K ﹤0.01% 1588
2020
Q1 		$372K Sell
16,670
-1,965
-11% -$55.3K ﹤0.01% 1547
2019
Q4 		$571K Sell
18,635
-2,105
-10% -$61.9K ﹤0.01% 1492
2019
Q3 		$586K Sell
20,740
-25,770
-55% -$739K 0.01% 1397
2019
Q2 		$1.38M Sell
46,510
-2,845
-6% -$84.3K 0.01% 879
2019
Q1 		$1.49M Sell
49,355
-1,435
-3% -$42.3K 0.01% 838
2018
Q4 		$1.34M Buy
50,790
+620
+1% +$18.1K 0.01% 804
2018
Q3 		$1.66M Sell
50,170
-26,660
-35% -$883K 0.02% 759
2018
Q2 		$2.48M Sell
76,830
-4,965
-6% -$160K 0.03% 576
2018
Q1 		$2.59M Buy
81,795
+36,170
+79% +$1.16M 0.03% 543
2017
Q4 		$1.41M Sell
45,625
-51,275
-53% -$1.54M 0.02% 737
2017
Q3 		$2.8M Sell
96,900
-295
-0.3% -$8.31K 0.04% 431
2017
Q2 		$2.72M Buy
97,195
+2,030
+2% +$56.1K 0.04% 406
2017
Q1 		$2.58M Sell
95,165
-135
-0.1% -$3.6K 0.04% 382
2016
Q4 		$2.46M Sell
95,300
-6,270
-6% -$157K 0.05% 380
2016
Q3 		$2.53M Sell
101,570
-5,715
-5% -$144K 0.05% 360
2016
Q2 		$2.61M Sell
107,285
-134,970
-56% -$3.28M 0.06% 314
2016
Q1 		$5.86M Sell
242,255
-17,965
-7% -$413K 0.13% 145
2015
Q4 		$6.49M Buy
260,220
+14,870
+6% +$379K 0.15% 126
2015
Q3 		$6.07M Buy
245,350
+15,025
+7% +$396K 0.17% 120
2015
Q2 		$6.09M Buy
230,325
+81,350
+55% +$2.16M 0.17% 124
2015
Q1 		$3.95M Buy
148,975
+25,025
+20% +$633K 0.11% 185
2014
Q4 		$3.02M Buy
123,950
+37,045
+43% +$895K 0.09% 205
2014
Q3 		$2.13M Buy
86,905
+8,380
+11% +$208K 0.06% 298
2014
Q2 		$1.97M Buy
78,525
+9,615
+14% +$231K 0.07% 276
2014
Q1 		$1.7M Buy
68,910
+4,865
+8% +$119K 0.06% 298
2013
Q4 		$1.58M Buy
64,045
+8,145
+15% +$190K 0.06% 297
2013
Q3 		$1.24M Buy
55,900
+19,100
+52% +$411K 0.05% 315
2013
Q2 		$748K Buy
+36,800
New +$750K 0.04% 396

Other funds holding RFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $449M AUM 19.77% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors's RFG Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Invesco S&P MidCap 400 Pure Growth ETF (RFG) stake by 3.5% in Q1 2026, selling an estimated $48.3K and leaving 23,460 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Cambridge Investment Research Advisors first reported a position in RFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.49M in Q4 2015. 115 funds tracked by Wall St. Rank hold RFG as of Q1 2026.

  • Cambridge Investment Research Advisors held 23,460 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $1.29M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 860 Invesco S&P MidCap 400 Pure Growth ETF shares in Q1 2026, an estimated $48.3K.
  • Invesco S&P MidCap 400 Pure Growth ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1953 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Cambridge Investment Research Advisors's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $6.49M in Q4 2015.
  • 115 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.