Farther Finance Advisors’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Farther Finance 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
2026 Q2	$67K	Hold	1,038	–	–	﹤0.01%	3014
2026 Q1	$57.6K	Buy	1,038 +635	+158%	+$35.7K	﹤0.01%	2895
2025 Q4	$21.1K	Sell	403 -40	-9%	-$2.07K	﹤0.01%	3404
2025 Q3	$22.6K	Sell	443 -91	-17%	-$4.58K	﹤0.01%	2965
2025 Q2	$26K	Buy	534 +8	+2%	+$367	﹤0.01%	2516
2025 Q1	$23.3K	Sell	526 -193	-27%	-$9.23K	﹤0.01%	2318
2024 Q4	$34.8K	Sell	719 -11,458	-94%	-$576K	﹤0.01%	1829
2024 Q3	$599K	Sell	12,177 -18,620	-60%	-$898K	0.02%	523
2024 Q2	$1.48M	Buy	+30,797	New	+$1.51M	0.07%	217

Other funds holding RFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Farther Finance Advisors's RFG Position: Q2 2026 in Review

Farther Finance Advisors held its Invesco S&P MidCap 400 Pure Growth ETF (RFG) position steady in Q2 2026 at 1,038 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #3014.

Farther Finance Advisors first reported a position in RFG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.48M in Q2 2024. 117 funds tracked by Wall St. Rank hold RFG as of Q2 2026.

Farther Finance Advisors held 1,038 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $67K as of Q2 2026.
Farther Finance Advisors 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 ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3014 holding.
Farther Finance Advisors first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q2 2024 and has held it in 9 quarters since.
Farther Finance Advisors's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $1.48M in Q2 2024.
117 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.