Insight 2811 Inc’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Insight 2811 Inc’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
2016 Q3	–	Sell	-30,500	Closed	-$742K	–	100
2016 Q2	$742K	Hold	30,500	–	–	0.29%	59
2016 Q1	$738K	Hold	30,500	–	–	0.29%	59
2015 Q4	$761K	Hold	30,500	–	–	0.36%	49
2015 Q3	$754K	Hold	30,500	–	–	0.44%	46
2015 Q2	$807K	Hold	30,500	–	–	0.39%	50
2015 Q1	$809K	Hold	30,500	–	–	0.38%	52
2014 Q4	$743K	Hold	30,500	–	–	0.36%	56
2014 Q3	$746K	Hold	30,500	–	–	0.32%	58
2014 Q2	$765K	Hold	30,500	–	–	0.32%	64
2014 Q1	$720K	Buy	+30,500	New	+$744K	0.31%	63

Other funds holding RFG

Forte Capital Rochester, New York $930M AUM 24.11% 1-Year Est. Return

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

Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

Bank of Stockton Stockton, California $323M AUM 22.34% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return