Fortitude Advisory Group’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Fortitude Advisory Group’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	$213K	Buy	+3,303	New	+$202K	0.08%	210
2022 Q2	–	Sell	-3,620	Closed	-$148K	–	1028
2022 Q1	$148K	Hold	3,620	–	–	0.08%	262
2021 Q4	$167K	Buy	+3,620	New	+$167K	0.08%	236

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

Fortitude Advisory Group's RFG Position: Q2 2026 in Review

Fortitude Advisory Group opened a new position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q2 2026: 3,303 shares worth $213K. The stake represents 0.08% of the portfolio and ranks #210 among its holdings. This is a return to the name: Fortitude Advisory Group previously reported a position in RFG as recently as Q1 2022.

Fortitude Advisory Group first reported a position in RFG in Q4 2021 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold RFG as of Q2 2026.

Fortitude Advisory Group held 3,303 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $213K as of Q2 2026.
Invesco S&P MidCap 400 Pure Growth ETF was a new Fortitude Advisory Group position in Q2 2026.
Invesco S&P MidCap 400 Pure Growth ETF made up 0.08% of Fortitude Advisory Group's portfolio in Q2 2026, its #210 holding.
Fortitude Advisory Group first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q4 2021 and has held it in 3 quarters since.
117 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.