HFRG
RFG icon

Houlihan Financial Resource Group’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Houlihan Financial Resource 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
2023
Q3 		– Sell
-19,305
Closed -$712K – 147
2023
Q2 		$712K Buy
+19,305
New +$712K 0.02% 98

Other funds holding RFG

CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Houlihan Financial Resource Group's RFG Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q3 2023, closing a stake of 19,305 shares — an estimated $712K sold.

Houlihan Financial Resource Group first reported a position in RFG in Q2 2023 and held it in 1 quarter. The position peaked at $712K in Q2 2023. 90 funds tracked by Wall St. Rank hold RFG as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 19,305 Invesco S&P MidCap 400 Pure Growth ETF shares in Q3 2023, an estimated $712K.
  • Houlihan Financial Resource Group first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q2 2023 and held it in 1 quarter.
  • Houlihan Financial Resource Group's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $712K in Q2 2023.
  • 90 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.