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POM Investment Strategies’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

POM Investment Strategies’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
2024
Q4 		– Hold
0
– – – 340
2024
Q3 		– Sell
-129,320
Closed -$6.24M – 312
2024
Q2 		$6.3M Buy
+129,320
New +$6.32M 5.04% 8

Other funds holding RFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 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
MIM
Marshall Investment Management Littleton, Colorado $208M AUM 30.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

POM Investment Strategies's RFG Position: Q4 2024 in Review

POM Investment Strategies held its Invesco S&P MidCap 400 Pure Growth ETF (RFG) position steady in Q4 2024 at 0 shares worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #340.

POM Investment Strategies first reported a position in RFG in Q2 2024 and has held it in 1 quarter since. The position peaked at $6.3M in Q2 2024. 104 funds tracked by Wall St. Rank hold RFG as of Q4 2024.

  • POM Investment Strategies held 0 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $10 as of Q4 2024.
  • POM Investment Strategies left its Invesco S&P MidCap 400 Pure Growth ETF share count unchanged in Q4 2024.
  • Invesco S&P MidCap 400 Pure Growth ETF made up ﹤0.01% of POM Investment Strategies's portfolio in Q4 2024, its #340 holding.
  • POM Investment Strategies first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q2 2024 and has held it in 1 quarter since.
  • POM Investment Strategies's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $6.3M in Q2 2024.
  • 104 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q4 2024.

Based on POM Investment Strategies's 13F filing for Q4 2024, filed 29 Jan 2025.