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

Financial Gravity Companies’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	$27K	Buy	+925	New	+$27.1K	0.02%	444
2018 Q1	$26K	Sell	845 -110	-12%	-$3.52K	0.03%	486
2017 Q4	$31K	Buy	+955	New	+$28.7K	0.04%	419

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 $1.89T AUM 35.08% 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 $1.28T AUM 58.89% 1-Year Est. Return

FANJ

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Gravity Companies's RFG Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q4 2018: 925 shares worth $27K. The stake represents 0.02% of the portfolio and ranks #444 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in RFG as recently as Q1 2018.

Financial Gravity Companies first reported a position in RFG in Q4 2017 and has held it in 3 quarters since. The position peaked at $31K in Q4 2017. 91 funds tracked by Wall St. Rank hold RFG as of Q4 2018.

Financial Gravity Companies held 925 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $27K as of Q4 2018.
Invesco S&P MidCap 400 Pure Growth ETF was a new Financial Gravity Companies position in Q4 2018.
Invesco S&P MidCap 400 Pure Growth ETF made up 0.02% of Financial Gravity Companies's portfolio in Q4 2018, its #444 holding.
Financial Gravity Companies first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q4 2017 and has held it in 3 quarters since.
Financial Gravity Companies's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $31K in Q4 2017.
91 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.