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	–	–	1484
2019 Q2	$0	Hold	5	–	–	﹤0.01%	1583
2019 Q1	$0	Buy	+5	New	+$147	﹤0.01%	1504
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

Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Gravity Asset Management's RFG Position: Q3 2019 in Review

Financial Gravity Asset Management sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q3 2019, closing a stake of 5 shares.

Financial Gravity Asset Management first reported a position in RFG in Q1 2018 and held it in 5 quarters. The position peaked at $29K in Q2 2018. 94 funds tracked by Wall St. Rank hold RFG as of Q3 2019.

Financial Gravity Asset Management reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q3 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 5 Invesco S&P MidCap 400 Pure Growth ETF shares in Q3 2019.
Financial Gravity Asset Management first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q1 2018 and held it in 5 quarters.
Financial Gravity Asset Management's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $29K in Q2 2018.
94 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q3 2019.

Based on Financial Gravity Asset Management's 13F filing for Q3 2019, filed 15 Oct 2019.