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Knuff & Co’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Knuff & Co’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
2024
Q4 		– Sell
-92
Closed -$4.53K – 149
2024
Q3 		$4.53K Buy
+92
New +$4.44K ﹤0.01% 125

Other funds holding RFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
MIM
Marshall Investment Management Littleton, Colorado $241M AUM 30.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Knuff & Co's RFG Position: Q4 2024 in Review

Knuff & Co sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q4 2024, closing a stake of 92 shares — an estimated $4.53K sold.

Knuff & Co first reported a position in RFG in Q3 2024 and held it in 1 quarter. The position peaked at $4.53K in Q3 2024. 104 funds tracked by Wall St. Rank hold RFG as of Q4 2024.

  • Knuff & Co reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Knuff & Co sold 92 Invesco S&P MidCap 400 Pure Growth ETF shares in Q4 2024, an estimated $4.53K.
  • Knuff & Co first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q3 2024 and held it in 1 quarter.
  • Knuff & Co's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $4.53K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q4 2024.

Based on Knuff & Co's 13F filing for Q4 2024, filed 10 Feb 2025.