Pinnacle Financial Partners (Georgia)’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Pinnacle Financial Partners (Georgia)’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
2026 Q2	$582K	Buy	9,011 +1	+0%	+$61	﹤0.01%	803
2026 Q1	$494K	Buy	9,010 +2	+0%	+$112	﹤0.01%	805
2025 Q4	$472K	Buy	+9,008	New	+$466K	﹤0.01%	807

Other funds holding RFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pinnacle Financial Partners (Georgia)'s RFG Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) increased its Invesco S&P MidCap 400 Pure Growth ETF (RFG) stake by 0.01% in Q2 2026, buying an estimated $61 and bringing the position to 9,011 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Pinnacle Financial Partners (Georgia) first reported a position in RFG in Q4 2025 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold RFG as of Q2 2026.

Pinnacle Financial Partners (Georgia) held 9,011 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $582K as of Q2 2026.
Pinnacle Financial Partners (Georgia) bought 1 Invesco S&P MidCap 400 Pure Growth ETF share in Q2 2026, an estimated $61.
Invesco S&P MidCap 400 Pure Growth ETF made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #803 holding.
Pinnacle Financial Partners (Georgia) first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q4 2025 and has held it in 3 quarters since.
117 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.