FGAM
RFG icon

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

Financial Gravity Asset 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
2019
Q3 		– Sell
-5
Closed – – 1520
2019
Q2 		$0 Hold
5
– – ﹤0.01% 1596
2019
Q1 		$0 Buy
+5
New +$147 ﹤0.01% 1516
2018
Q3 		$26K Buy
915
+45
+5% +$1.49K 0.03% 444
2018
Q2 		$29K Buy
870
+25
+3% +$804 0.03% 429
2018
Q1 		$26K Buy
+845
New +$27K 0.03% 486

Other funds holding RFG

PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
Morgan Stanley
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
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return