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

Key Financial 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
2023 Q1	–	Sell	-125	Closed	-$4.17K	–	1208
2022 Q4	$4.17K	Hold	125	–	–	﹤0.01%	824
2022 Q3	$4K	Hold	125	–	–	﹤0.01%	847
2022 Q2	$4K	Hold	125	–	–	﹤0.01%	853
2022 Q1	$5K	Hold	125	–	–	﹤0.01%	802
2021 Q4	$6K	Hold	125	–	–	﹤0.01%	689
2021 Q3	$6K	Hold	125	–	–	﹤0.01%	681
2021 Q2	$6K	Hold	125	–	–	﹤0.01%	666
2021 Q1	$5K	Hold	125	–	–	﹤0.01%	602
2020 Q4	$5K	Buy	+125	New	+$4.7K	﹤0.01%	561
2020 Q2	–	Sell	-125	Closed	-$3K	–	503
2020 Q1	$3K	Buy	+125	New	+$3.52K	﹤0.01%	571

Other funds holding RFG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Compton Wealth Advisory Group Virginia Beach, Virginia $449M AUM 19.77% 1-Year Est. Return