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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return