NSG
RFG icon

Nalls Sherbakoff Group’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Nalls Sherbakoff Group’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 		$4.41K Buy
+107
New +$4.19K ﹤0.01% 310

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

Nalls Sherbakoff Group's RFG Position: Q4 2023 in Review

Nalls Sherbakoff Group opened a new position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q4 2023: 107 shares worth $4.41K. The stake represents ﹤0.01% of the portfolio and ranks #310 among its holdings.

90 funds tracked by Wall St. Rank hold RFG as of Q4 2023.

  • Nalls Sherbakoff Group held 107 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $4.41K as of Q4 2023.
  • Invesco S&P MidCap 400 Pure Growth ETF was a new Nalls Sherbakoff Group position in Q4 2023.
  • Invesco S&P MidCap 400 Pure Growth ETF made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #310 holding.
  • 90 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.