EWM
RFG icon

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

Evolution 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
2026
Q2 		$32.3K Hold
500
– – 0.02% 376
2026
Q1 		$27.4K Buy
+500
New +$28.1K 0.02% 374

Other funds holding RFG

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
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Evolution Wealth Management's RFG Position: Q2 2026 in Review

Evolution Wealth Management held its Invesco S&P MidCap 400 Pure Growth ETF (RFG) position steady in Q2 2026 at 500 shares worth $32.3K. The position accounts for 0.02% of the portfolio, ranked #376.

Evolution Wealth Management first reported a position in RFG in Q1 2026 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold RFG as of Q2 2026.

  • Evolution Wealth Management held 500 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $32.3K as of Q2 2026.
  • Evolution Wealth Management left its Invesco S&P MidCap 400 Pure Growth ETF share count unchanged in Q2 2026.
  • Invesco S&P MidCap 400 Pure Growth ETF made up 0.02% of Evolution Wealth Management's portfolio in Q2 2026, its #376 holding.
  • Evolution Wealth Management first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 117 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.