Prospera Financial Services’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Prospera Financial Services’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
2022 Q2	–	Sell	-500	Closed	-$20K	–	2380
2022 Q1	$20K	Buy	+500	New	+$20.6K	﹤0.01%	1737
2020 Q4	–	Sell	-775	Closed	-$26K	–	1357
2020 Q3	$26K	Buy	+775	New	+$25.2K	0.01%	829

Other funds holding RFG

CCM

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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 1-Year Est. Return

NEPWA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

TPWM

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

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

Prospera Financial Services's RFG Position: Q2 2022 in Review

Prospera Financial Services sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q2 2022, closing a stake of 500 shares — an estimated $20K sold.

Prospera Financial Services first reported a position in RFG in Q3 2020 and held it in 2 quarters. The position peaked at $26K in Q3 2020. 76 funds tracked by Wall St. Rank hold RFG as of Q2 2022.

Prospera Financial Services reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q2 2022 after selling out during the quarter.
Prospera Financial Services sold 500 Invesco S&P MidCap 400 Pure Growth ETF shares in Q2 2022, an estimated $20K.
Prospera Financial Services first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q3 2020 and held it in 2 quarters.
Prospera Financial Services's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $26K in Q3 2020.
76 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.