EWM
RFG icon

Empirical Wealth Management’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Empirical Wealth Management’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
2018
Q4 		– Sell
-6,250
Closed -$207K – 226
2018
Q3 		$207K Hold
6,250
– – 0.04% 207
2018
Q2 		$202K Buy
+6,250
New +$201K 0.04% 179

Other funds holding RFG

PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Empirical Wealth Management's RFG Position: Q4 2018 in Review

Empirical Wealth Management sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q4 2018, closing a stake of 6,250 shares — an estimated $207K sold.

Empirical Wealth Management first reported a position in RFG in Q2 2018 and held it in 2 quarters. The position peaked at $207K in Q3 2018. 91 funds tracked by Wall St. Rank hold RFG as of Q4 2018.

  • Empirical Wealth Management reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Empirical Wealth Management sold 6,250 Invesco S&P MidCap 400 Pure Growth ETF shares in Q4 2018, an estimated $207K.
  • Empirical Wealth Management first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q2 2018 and held it in 2 quarters.
  • Empirical Wealth Management's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $207K in Q3 2018.
  • 91 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q4 2018.

Based on Empirical Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.