JOYN Advisors’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-95	Closed	-$3K	–	1101
2018 Q4	$3K	Hold	95	–	–	﹤0.01%	1411
2018 Q3	$3K	Buy	+95	New	+$3.15K	﹤0.01%	1373

Other funds holding RFG

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FANJ

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

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

JOYN Advisors's RFG Position: Q1 2019 in Review

JOYN Advisors sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q1 2019, closing a stake of 95 shares — an estimated $3K sold.

JOYN Advisors first reported a position in RFG in Q3 2018 and held it in 2 quarters. The position peaked at $3K in Q4 2018. 91 funds tracked by Wall St. Rank hold RFG as of Q1 2019.

JOYN Advisors reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 95 Invesco S&P MidCap 400 Pure Growth ETF shares in Q1 2019, an estimated $3K.
JOYN Advisors first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q3 2018 and held it in 2 quarters.
JOYN Advisors's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $3K in Q4 2018.
91 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.