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Cornerstone Financial Group’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Cornerstone Financial Group’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
Q2 		$1.66M Sell
25,680
-271
-1% -$16.6K 1.02% 26
2026
Q1 		$1.55M Buy
25,951
+814
+3% +$45.7K 1% 27
2025
Q4 		$1.32M Sell
25,137
-1,294
-5% -$67K 0.92% 29
2025
Q3 		$1.35M Sell
26,431
-133
-0.5% -$6.7K 1.04% 26
2025
Q2 		$1.3M Sell
26,564
-8
-0% -$367 1.1% 26
2025
Q1 		$1.27M Buy
26,572
+12,756
+92% +$610K 1.14% 25
2024
Q4 		$669K Buy
+13,816
New +$694K 0.66% 38

Other funds holding RFG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cornerstone Financial Group's RFG Position: Q2 2026 in Review

Cornerstone Financial Group reduced its Invesco S&P MidCap 400 Pure Growth ETF (RFG) stake by 1% in Q2 2026, selling an estimated $16.6K and leaving 25,680 shares worth $1.66M. The position accounts for 1.02% of the portfolio, ranked #26.

Cornerstone Financial Group first reported a position in RFG in Q4 2024 and has held it in 7 quarters since. 83 funds tracked by Wall St. Rank hold RFG as of Q2 2026.

  • Cornerstone Financial Group held 25,680 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $1.66M as of Q2 2026.
  • Cornerstone Financial Group sold 271 Invesco S&P MidCap 400 Pure Growth ETF shares in Q2 2026, an estimated $16.6K.
  • Invesco S&P MidCap 400 Pure Growth ETF made up 1.02% of Cornerstone Financial Group's portfolio in Q2 2026, its #26 holding.
  • Cornerstone Financial Group first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 83 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.