FCA
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Fortis Capital Advisors’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Fortis Capital Advisors’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
2023
Q1 		– Sell
-500
Closed -$17.9K – 745
2022
Q4 		$17.9K Buy
+500
New +$18.3K 0.01% 427

Other funds holding RFG

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $449M AUM 19.77% 1-Year Est. Return

Fortis Capital Advisors's RFG Position: Q1 2023 in Review

Fortis Capital Advisors sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q1 2023, closing a stake of 500 shares — an estimated $17.9K sold.

Fortis Capital Advisors first reported a position in RFG in Q4 2022 and held it in 1 quarter. The position peaked at $17.9K in Q4 2022. 75 funds tracked by Wall St. Rank hold RFG as of Q1 2023.

  • Fortis Capital Advisors reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 500 Invesco S&P MidCap 400 Pure Growth ETF shares in Q1 2023, an estimated $17.9K.
  • Fortis Capital Advisors first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q4 2022 and held it in 1 quarter.
  • Fortis Capital Advisors's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $17.9K in Q4 2022.
  • 75 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q1 2023.

Based on Fortis Capital Advisors's 13F filing for Q1 2023, filed 15 May 2023.