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

Diversified’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
2021
Q1 		– Sell
-3,370
Closed -$114K – 278
2020
Q4 		$114K Buy
+3,370
New +$127K 0.1% 129

Other funds holding RFG

PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return

Diversified's RFG Position: Q1 2021 in Review

Diversified sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q1 2021, closing a stake of 3,370 shares — an estimated $114K sold.

Diversified first reported a position in RFG in Q4 2020 and held it in 1 quarter. The position peaked at $114K in Q4 2020. 88 funds tracked by Wall St. Rank hold RFG as of Q1 2021.

  • Diversified reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Diversified sold 3,370 Invesco S&P MidCap 400 Pure Growth ETF shares in Q1 2021, an estimated $114K.
  • Diversified first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q4 2020 and held it in 1 quarter.
  • Diversified's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $114K in Q4 2020.
  • 88 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q1 2021.

Based on Diversified's 13F filing for Q1 2021, filed 5 May 2021.