Mariner
RFG icon

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

Mariner’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
Q4 		– Sell
-13,547
Closed -$531K – 3160
2023
Q3 		$531K Buy
13,547
+3,222
+31% +$129K ﹤0.01% 1739
2023
Q2 		$403K Hold
10,325
– – ﹤0.01% 1900
2023
Q1 		$378K Sell
10,325
-590
-5% -$21.8K ﹤0.01% 1892
2022
Q4 		$391K Buy
10,915
+590
+6% +$21.6K ﹤0.01% 1828
2022
Q3 		$345K Buy
+10,325
New +$374K ﹤0.01% 1680

Other funds holding RFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $449M AUM 19.77% 1-Year Est. Return