Crewe Advisors’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Crewe Advisors’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 Q3	–	Sell	-25	Closed	-$1.22K	–	939
2024 Q2	$1.22K	Hold	25	–	–	﹤0.01%	886
2024 Q1	$1.27K	Hold	25	–	–	﹤0.01%	873
2023 Q4	$1.03K	Hold	25	–	–	﹤0.01%	320
2023 Q3	$980	Hold	25	–	–	﹤0.01%	364
2023 Q2	$977	Hold	25	–	–	﹤0.01%	584
2023 Q1	$916	Buy	+25	New	+$922	﹤0.01%	759
2019 Q4	–	Sell	-900	Closed	-$25K	–	270
2019 Q3	$25K	Buy	+900	New	+$25.8K	0.01%	152

Other funds holding RFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Crewe Advisors's RFG Position: Q3 2024 in Review

Crewe Advisors sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q3 2024, closing a stake of 25 shares — an estimated $1.22K sold.

Crewe Advisors first reported a position in RFG in Q3 2019 and held it in 7 quarters. The position peaked at $25K in Q3 2019. 103 funds tracked by Wall St. Rank hold RFG as of Q3 2024.

Crewe Advisors reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q3 2024 after selling out during the quarter.
Crewe Advisors sold 25 Invesco S&P MidCap 400 Pure Growth ETF shares in Q3 2024, an estimated $1.22K.
Crewe Advisors first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q3 2019 and held it in 7 quarters.
Crewe Advisors's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $25K in Q3 2019.
103 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.