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

McAdam LLC’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
2018
Q4 		– Sell
-575
Closed -$19K – 475
2018
Q3 		$19K Sell
575
-550
-49% -$18.2K 0.01% 266
2018
Q2 		$36K Buy
1,125
+50
+5% +$1.61K 0.01% 183
2018
Q1 		$34K Buy
+1,075
New +$34.4K 0.02% 193

Other funds holding RFG

PA
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
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
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

McAdam LLC's RFG Position: Q4 2018 in Review

McAdam LLC sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q4 2018, closing a stake of 575 shares — an estimated $19K sold.

McAdam LLC first reported a position in RFG in Q1 2018 and held it in 3 quarters. The position peaked at $36K in Q2 2018. 91 funds tracked by Wall St. Rank hold RFG as of Q4 2018.

  • McAdam LLC reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 575 Invesco S&P MidCap 400 Pure Growth ETF shares in Q4 2018, an estimated $19K.
  • McAdam LLC first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $36K in Q2 2018.
  • 91 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.