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 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 $1.66T 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $449M AUM 19.77% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Farther Finance Advisors's RFG Position: Q1 2026 in Review

Farther Finance Advisors increased its Invesco S&P MidCap 400 Pure Growth ETF (RFG) stake by 158% in Q1 2026, buying an estimated $35.7K and bringing the position to 1,038 shares worth $57.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2895.

Farther Finance Advisors first reported a position in RFG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.48M in Q2 2024. 115 funds tracked by Wall St. Rank hold RFG as of Q1 2026.

Farther Finance Advisors held 1,038 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $57.6K as of Q1 2026.
Farther Finance Advisors bought 635 Invesco S&P MidCap 400 Pure Growth ETF shares in Q1 2026, an estimated $35.7K.
Invesco S&P MidCap 400 Pure Growth ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q1 2026, its #2895 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 8 quarters since.
Farther Finance Advisors's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $1.48M in Q2 2024.
115 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.