IFG
RFG icon

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

Independent Financial 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
2026
Q2 		$1.19M Sell
18,490
-288
-2% -$17.6K 0.02% 617
2026
Q1 		$1.03M Buy
18,778
+467
+3% +$26.2K 0.02% 619
2025
Q4 		$960K Buy
18,311
+149
+0.8% +$7.71K 0.02% 635
2025
Q3 		$925K Buy
18,162
+2,642
+17% +$133K 0.02% 621
2025
Q2 		$757K Sell
15,520
-1,871
-11% -$85.8K 0.02% 633
2025
Q1 		$762K Buy
17,391
+6,464
+59% +$309K 0.03% 559
2024
Q4 		$529K Buy
10,927
+2,608
+31% +$131K 0.02% 669
2024
Q3 		$409K Buy
8,319
+2
+0% +$96 0.02% 737
2024
Q2 		$405K Buy
8,317
+691
+9% +$33.8K 0.02% 686
2024
Q1 		$387K Buy
7,626
+8
+0.1% +$360 0.02% 677
2023
Q4 		$314K Buy
7,618
+11
+0.1% +$431 0.02% 703
2023
Q3 		$298K Sell
7,607
-728
-9% -$29.2K 0.02% 663
2023
Q2 		$326K Buy
8,335
+15
+0.2% +$553 0.02% 612
2023
Q1 		$305K Sell
8,320
-125
-1% -$4.61K 0.02% 599
2022
Q4 		$302K Hold
8,445
– – 0.03% 549
2022
Q3 		$282K Buy
8,445
+150
+2% +$5.43K 0.03% 554
2022
Q2 		$271K Hold
8,295
– – 0.03% 531
2022
Q1 		$338K Sell
8,295
-1,295
-14% -$53.4K 0.03% 555
2021
Q4 		$442K Buy
9,590
+555
+6% +$25.7K 0.04% 451
2021
Q3 		$399K Sell
9,035
-355
-4% -$16K 0.04% 431
2021
Q2 		$425K Sell
9,390
-355
-4% -$15.8K 0.05% 418
2021
Q1 		$428K Buy
9,745
+1,045
+12% +$45.7K 0.06% 369
2020
Q4 		$353K Buy
8,700
+530
+6% +$19.9K 0.05% 384
2020
Q3 		$275K Buy
8,170
+155
+2% +$5.03K 0.05% 366
2020
Q2 		$241K Buy
+8,015
New +$218K 0.05% 369

Other funds holding RFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independent Financial Group's RFG Position: Q2 2026 in Review

Independent Financial Group reduced its Invesco S&P MidCap 400 Pure Growth ETF (RFG) stake by 1.5% in Q2 2026, selling an estimated $17.6K and leaving 18,490 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #617.

Independent Financial Group first reported a position in RFG in Q2 2020 and has held it in 25 quarters since. 117 funds tracked by Wall St. Rank hold RFG as of Q2 2026.

  • Independent Financial Group held 18,490 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $1.19M as of Q2 2026.
  • Independent Financial Group sold 288 Invesco S&P MidCap 400 Pure Growth ETF shares in Q2 2026, an estimated $17.6K.
  • Invesco S&P MidCap 400 Pure Growth ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #617 holding.
  • Independent Financial Group first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 117 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.