Financial Advocates Investment Management’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Financial Advocates Investment 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	-7,320	Closed	-$242K	–	490
2018 Q3	$242K	Buy	7,320 +5	+0.1%	+$166	0.03%	439
2018 Q2	$237K	Hold	7,315	–	–	0.03%	425
2018 Q1	$231K	Sell	7,315 -95	-1%	-$3.04K	0.03%	425
2017 Q4	$228K	Buy	+7,410	New	+$223K	0.03%	423

Other funds holding RFG

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advocates Investment Management's RFG Position: Q4 2018 in Review

Financial Advocates Investment Management sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q4 2018, closing a stake of 7,320 shares — an estimated $242K sold.

Financial Advocates Investment Management first reported a position in RFG in Q4 2017 and held it in 4 quarters. The position peaked at $242K in Q3 2018. 91 funds tracked by Wall St. Rank hold RFG as of Q4 2018.

Financial Advocates Investment Management reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q4 2018 after selling out during the quarter.
Financial Advocates Investment Management sold 7,320 Invesco S&P MidCap 400 Pure Growth ETF shares in Q4 2018, an estimated $242K.
Financial Advocates Investment Management first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q4 2017 and held it in 4 quarters.
Financial Advocates Investment Management's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $242K 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 Financial Advocates Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.