Focus Partners Wealth’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Focus Partners Wealth’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 Q2	$278K	Buy	+4,308	New	+$264K	﹤0.01%	2310

Other funds holding RFG

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

NEPWA

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

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

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

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

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Focus Partners Wealth's RFG Position: Q2 2026 in Review

Focus Partners Wealth opened a new position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q2 2026: 4,308 shares worth $278K. The stake represents ﹤0.01% of the portfolio and ranks #2310 among its holdings.

117 funds tracked by Wall St. Rank hold RFG as of Q2 2026.

Focus Partners Wealth held 4,308 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $278K as of Q2 2026.
Invesco S&P MidCap 400 Pure Growth ETF was a new Focus Partners Wealth position in Q2 2026.
Invesco S&P MidCap 400 Pure Growth ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2310 holding.
117 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.