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

Founders Financial Alliance’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	$12.4K	Hold	193	–	–	﹤0.01%	672
2026 Q1	$10.6K	Hold	193	–	–	﹤0.01%	631
2025 Q4	$10.1K	Buy	193 +1	+0.5%	+$52	﹤0.01%	507
2025 Q3	$9.8K	Hold	192	–	–	﹤0.01%	609
2025 Q2	$9.37K	Hold	192	–	–	﹤0.01%	465
2025 Q1	$8.41K	Hold	192	–	–	﹤0.01%	536
2024 Q4	$9.28K	Hold	192	–	–	﹤0.01%	488
2024 Q3	$9.42K	Buy	192 +1	+0.5%	+$48	﹤0.01%	497
2024 Q2	$9.33K	Hold	191	–	–	﹤0.01%	477
2024 Q1	$9.69K	Hold	191	–	–	﹤0.01%	479
2023 Q4	$7.88K	Buy	191 +1	+0.5%	+$39	﹤0.01%	443
2023 Q3	$7.46K	Hold	190	–	–	﹤0.01%	427
2023 Q2	$7.42K	Hold	190	–	–	﹤0.01%	456
2023 Q1	$6.96K	Hold	190	–	–	﹤0.01%	413
2022 Q4	$6.8K	Hold	190	–	–	﹤0.01%	434
2022 Q3	$6K	Hold	190	–	–	﹤0.01%	435
2022 Q2	$6K	Hold	190	–	–	﹤0.01%	454
2022 Q1	$8K	Hold	190	–	–	﹤0.01%	402
2021 Q4	$9K	Hold	190	–	–	﹤0.01%	438
2021 Q3	$8K	Hold	190	–	–	﹤0.01%	413
2021 Q2	$9K	Hold	190	–	–	﹤0.01%	431
2021 Q1	$8K	Sell	190 -55	-22%	-$2.4K	﹤0.01%	418
2020 Q4	$10K	Sell	245 -405	-62%	-$15.2K	0.01%	366
2020 Q3	$22K	Buy	+650	New	+$21.1K	0.01%	560

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

Founders Financial Alliance's RFG Position: Q2 2026 in Review

Founders Financial Alliance held its Invesco S&P MidCap 400 Pure Growth ETF (RFG) position steady in Q2 2026 at 193 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Founders Financial Alliance first reported a position in RFG in Q3 2020 and has held it in 24 quarters since. The position peaked at $22K in Q3 2020. 117 funds tracked by Wall St. Rank hold RFG as of Q2 2026.

Founders Financial Alliance held 193 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $12.4K as of Q2 2026.
Founders Financial Alliance left its Invesco S&P MidCap 400 Pure Growth ETF share count unchanged in Q2 2026.
Invesco S&P MidCap 400 Pure Growth ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #672 holding.
Founders Financial Alliance first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q3 2020 and has held it in 24 quarters since.
Founders Financial Alliance's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $22K in Q3 2020.
117 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.