CAN
RFG icon

Cetera Advisor Networks’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Cetera Advisor Networks’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
Q1 		$202K Buy
+3,986
New +$179K ﹤0.01% 2594
2020
Q3 		– Sell
-4,395
Closed -$132K – 2628
2020
Q2 		$132K Buy
+4,395
New +$119K ﹤0.01% 1348
2019
Q3 		– Sell
-6,750
Closed -$200K – 1235
2019
Q2 		$200K Hold
6,750
– – 0.01% 1101
2019
Q1 		$204K Buy
+6,750
New +$199K 0.01% 1051
2018
Q4 		– Sell
-6,870
Closed -$228K – 1125
2018
Q3 		$228K Buy
+6,870
New +$228K 0.01% 982

Other funds holding RFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CJH
Christopher J. Hasenberg Eau Claire, Wisconsin $269M AUM 14.57% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return