Johnson Financial Group Inc (Wisconsin)’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2021 Q4	–	Sell	-5	Closed	–	–	820
2021 Q3	$0	Buy	+5	New	+$226	﹤0.01%	786
2015 Q3	–	Sell	-2,500	Closed	-$66K	–	844
2015 Q2	$66K	Sell	2,500 -1,410	-36%	-$37.5K	0.01%	455
2015 Q1	$104K	Buy	+3,910	New	+$98.8K	0.02%	368

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CCM

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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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s RFG Position: Q4 2021 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q4 2021, closing a stake of 5 shares.

Johnson Financial Group Inc (Wisconsin) first reported a position in RFG in Q1 2015 and held it in 3 quarters. The position peaked at $104K in Q1 2015. 96 funds tracked by Wall St. Rank hold RFG as of Q4 2021.

Johnson Financial Group Inc (Wisconsin) reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q4 2021 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 5 Invesco S&P MidCap 400 Pure Growth ETF shares in Q4 2021.
Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q1 2015 and held it in 3 quarters.
Johnson Financial Group Inc (Wisconsin)'s Invesco S&P MidCap 400 Pure Growth ETF position peaked at $104K in Q1 2015.
96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q4 2021.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2021, filed 14 Feb 2022.