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

Founders Financial Securities’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
2021
Q2 		– Sell
-26,105
Closed -$1.15M – 310
2021
Q1 		$1.15M Buy
+26,105
New +$1.14M 0.26% 76

Other funds holding RFG

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Founders Financial Securities's RFG Position: Q2 2021 in Review

Founders Financial Securities sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q2 2021, closing a stake of 26,105 shares — an estimated $1.15M sold.

Founders Financial Securities first reported a position in RFG in Q1 2021 and held it in 1 quarter. The position peaked at $1.15M in Q1 2021. 89 funds tracked by Wall St. Rank hold RFG as of Q2 2021.

  • Founders Financial Securities reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Founders Financial Securities sold 26,105 Invesco S&P MidCap 400 Pure Growth ETF shares in Q2 2021, an estimated $1.15M.
  • Founders Financial Securities first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q1 2021 and held it in 1 quarter.
  • Founders Financial Securities's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $1.15M in Q1 2021.
  • 89 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q2 2021.

Based on Founders Financial Securities's 13F filing for Q2 2021, filed 16 Aug 2021.