Householder Group Estate & Retirement Specialist’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-1,027	Closed	-$50K	–	1049
2024 Q3	$50K	Hold	1,027	–	–	0.01%	481
2024 Q2	$50K	Hold	1,027	–	–	0.01%	476
2024 Q1	$52.1K	Buy	1,027 +262	+34%	+$11.8K	0.02%	465
2023 Q4	$31K	Hold	765	–	–	0.01%	553
2023 Q3	$30K	Buy	+765	New	+$30.7K	0.01%	553
2023 Q1	$19K	Buy	+515	New	+$19K	0.01%	648

Other funds holding RFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

MIM

Marshall Investment Management Littleton, Colorado $208M AUM 30.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's RFG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q4 2024, closing a stake of 1,027 shares — an estimated $50K sold.

Householder Group Estate & Retirement Specialist first reported a position in RFG in Q1 2023 and held it in 6 quarters. The position peaked at $52.1K in Q1 2024. 104 funds tracked by Wall St. Rank hold RFG as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,027 Invesco S&P MidCap 400 Pure Growth ETF shares in Q4 2024, an estimated $50K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q1 2023 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $52.1K in Q1 2024.
104 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.