GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
Q4 		– Sell
-75
Closed -$3K – 903
2021
Q3 		$3K Buy
+75
New +$3.38K ﹤0.01% 848

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 $1.04B AUM 18.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's RFG Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q4 2021, closing a stake of 75 shares — an estimated $3K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in RFG in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 96 funds tracked by Wall St. Rank hold RFG as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 75 Invesco S&P MidCap 400 Pure Growth ETF shares in Q4 2021, an estimated $3K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $3K in Q3 2021.
  • 96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.