Corient Private Wealth
RFG icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.21M Sell
22,165
-22,165
-50% -$1.24M ﹤0.01% 1534
2025
Q4 		$2.32M Buy
44,330
+20,915
+89% +$1.08M ﹤0.01% 1448
2025
Q3 		$1.19M Buy
23,415
+17,978
+331% +$905K ﹤0.01% 1348
2025
Q2 		$265K Sell
5,437
-1,065
-16% -$48.8K ﹤0.01% 2065
2025
Q1 		$285K Buy
6,502
+1,165
+22% +$55.7K ﹤0.01% 1884
2024
Q4 		$258K Buy
+5,337
New +$268K ﹤0.01% 1975

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NEPWA
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CCM
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TPWM
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Bank of America
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CWAG
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AAS
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