Meridian Wealth Management’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Meridian Wealth Management’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
2019 Q3	–	Sell	-1,010	Closed	-$299	–	416
2019 Q2	$299	Buy	+1,010	New	+$29.9K	0.01%	458

Other funds holding RFG

Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meridian Wealth Management's RFG Position: Q3 2019 in Review

Meridian Wealth Management sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q3 2019, closing a stake of 1,010 shares — an estimated $299 sold.

Meridian Wealth Management first reported a position in RFG in Q2 2019 and held it in 1 quarter. The position peaked at $299 in Q2 2019. 94 funds tracked by Wall St. Rank hold RFG as of Q3 2019.

Meridian Wealth Management reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q3 2019 after selling out during the quarter.
Meridian Wealth Management sold 1,010 Invesco S&P MidCap 400 Pure Growth ETF shares in Q3 2019, an estimated $299.
Meridian Wealth Management first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q2 2019 and held it in 1 quarter.
Meridian Wealth Management's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $299 in Q2 2019.
94 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.