MWM
RFG icon

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 -$29.9K – 416
2019
Q2 		$29.9K Buy
+1,010
New +$29.9K 0.01% 458

Other funds holding RFG

PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $29.9K sold.

Meridian Wealth Management first reported a position in RFG in Q2 2019 and held it in 1 quarter. The position peaked at $29.9K 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 $29.9K.
  • 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 $29.9K 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.