CIAS
RFG icon

CBIZ Investment Advisory Services’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

CBIZ Investment Advisory Services’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
2025
Q3 		– Sell
-143
Closed -$6.96K – 764
2025
Q2 		$6.96K Buy
143
+1
+0.7% +$46 ﹤0.01% 401
2025
Q1 		$6.25K Hold
142
– – ﹤0.01% 373
2024
Q4 		$6.89K Hold
142
– – ﹤0.01% 304
2024
Q3 		$7K Hold
142
– – ﹤0.01% 281
2024
Q2 		$6.93K Hold
142
– – ﹤0.01% 278
2024
Q1 		$7.2K Buy
+142
New +$6.39K ﹤0.01% 272

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NEPWA
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CCM
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Northwestern Mutual Wealth Management
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TPWM
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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $564B 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return