JP Morgan Private Wealth Advisors’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

JP Morgan Private Wealth 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
2021 Q4	–	Sell	-4,955	Closed	-$219K	–	2036
2021 Q3	$219K	Hold	4,955	–	–	﹤0.01%	1824
2021 Q2	$225K	Buy	+4,955	New	+$221K	﹤0.01%	1795
2021 Q1	–	Sell	-4,955	Closed	-$201K	–	1790
2020 Q4	$201K	Buy	+4,955	New	+$186K	﹤0.01%	1649

Other funds holding RFG

CCM

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

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 $866M AUM 15.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 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

JP Morgan Private Wealth Advisors's RFG Position: Q4 2021 in Review

JP Morgan Private Wealth Advisors sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q4 2021, closing a stake of 4,955 shares — an estimated $219K sold.

JP Morgan Private Wealth Advisors first reported a position in RFG in Q4 2020 and held it in 3 quarters. The position peaked at $225K in Q2 2021. 96 funds tracked by Wall St. Rank hold RFG as of Q4 2021.

JP Morgan Private Wealth Advisors reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q4 2021 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 4,955 Invesco S&P MidCap 400 Pure Growth ETF shares in Q4 2021, an estimated $219K.
JP Morgan Private Wealth Advisors first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q4 2020 and held it in 3 quarters.
JP Morgan Private Wealth Advisors's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $225K in Q2 2021.
96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q4 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.