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

Estate Planners 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
Q1 		– Sell
-281
Closed -$14.7K – 342
2025
Q4 		$14.7K Buy
+281
New +$14.6K 0.01% 243

Other funds holding RFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Estate Planners Group's RFG Position: Q1 2026 in Review

Estate Planners Group sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q1 2026, closing a stake of 281 shares — an estimated $14.7K sold.

Estate Planners Group first reported a position in RFG in Q4 2025 and held it in 1 quarter. The position peaked at $14.7K in Q4 2025. 115 funds tracked by Wall St. Rank hold RFG as of Q1 2026.

  • Estate Planners Group reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 281 Invesco S&P MidCap 400 Pure Growth ETF shares in Q1 2026, an estimated $14.7K.
  • Estate Planners Group first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $14.7K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.