GI
RFG icon

Gradient Investments’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Gradient Investments’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
2024
Q2 		– Sell
-1
Closed -$44 – 1484
2024
Q1 		$44 Hold
1
– – ﹤0.01% 1164
2023
Q4 		$36 Hold
1
– – ﹤0.01% 1779
2023
Q3 		$34 Buy
+1
New +$40 ﹤0.01% 1759
2017
Q2 		– Sell
-100
Closed -$3K – 890
2017
Q1 		$3K Buy
+100
New +$2.66K ﹤0.01% 667
2014
Q3 		– Sell
-255
Closed -$6K – 525
2014
Q2 		$6K Buy
+255
New +$6.14K ﹤0.01% 396

Other funds holding RFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
CJH
Christopher J. Hasenberg Eau Claire, Wisconsin $269M AUM 14.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return