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

Cetera Investment Advisers’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	$1.48M	Buy	27,003 +2,126	+9%	+$119K	﹤0.01%	2550
2025 Q4	$1.3M	Buy	24,877 +1,177	+5%	+$60.9K	﹤0.01%	2603
2025 Q3	$1.21M	Buy	23,700 +3,630	+18%	+$183K	﹤0.01%	2616
2025 Q2	$978K	Buy	20,070 +1,268	+7%	+$58.2K	﹤0.01%	2391
2025 Q1	$824K	Buy	18,802 +4,291	+30%	+$205K	﹤0.01%	2421
2024 Q4	$703K	Buy	14,511 +3,298	+29%	+$166K	﹤0.01%	2414
2024 Q3	$551K	Buy	11,213 +798	+8%	+$38.5K	﹤0.01%	2576
2024 Q2	$508K	Sell	10,415 -325	-3%	-$15.9K	﹤0.01%	2578
2024 Q1	$545K	Buy	+10,740	New	+$483K	﹤0.01%	2534

Other funds holding RFG

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers's RFG Position: Q1 2026 in Review

Cetera Investment Advisers increased its Invesco S&P MidCap 400 Pure Growth ETF (RFG) stake by 8.5% in Q1 2026, buying an estimated $119K and bringing the position to 27,003 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2550.

Cetera Investment Advisers first reported a position in RFG in Q1 2024 and has held it in 9 quarters since. 115 funds tracked by Wall St. Rank hold RFG as of Q1 2026.

Cetera Investment Advisers held 27,003 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $1.48M as of Q1 2026.
Cetera Investment Advisers bought 2,126 Invesco S&P MidCap 400 Pure Growth ETF shares in Q1 2026, an estimated $119K.
Invesco S&P MidCap 400 Pure Growth ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2550 holding.
Cetera Investment Advisers first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q1 2024 and has held it in 9 quarters since.
115 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.