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

Corient Private Wealth’s Portfolio RFG Stock Details RFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$265K Sell
5,437
-1,065
-16% -$51.9K ﹤0.01% 2149
2025
Q1 		$285K Buy
6,502
+1,165
+22% +$51.1K ﹤0.01% 1881
2024
Q4 		$258K Buy
+5,337
New +$258K ﹤0.01% 1974