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

Prosperity Consulting 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
2026 Q2	$2.58M	Sell	39,947 -210	-0.5%	-$12.8K	0.1%	149
2026 Q1	$2.2M	Sell	40,157 -223	-0.6%	-$12.5K	0.1%	148
2025 Q4	$2.12M	Sell	40,380 -900	-2%	-$46.6K	0.1%	152
2025 Q3	$2.1M	Sell	41,280 -2,295	-5%	-$116K	0.1%	155
2025 Q2	$2.12M	Sell	43,575 -2,133	-5%	-$97.8K	0.16%	141
2025 Q1	$2M	Sell	45,708 -78	-0.2%	-$3.73K	0.15%	141
2024 Q4	$2.22M	Sell	45,786 -775	-2%	-$39K	0.17%	137
2024 Q3	$2.29M	Sell	46,561 -789	-2%	-$38K	0.18%	133
2024 Q2	$2.31M	Sell	47,350 -1,585	-3%	-$77.5K	0.31%	84
2024 Q1	$2.48M	Buy	+48,935	New	+$2.2M	0.31%	92

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

Prosperity Consulting Group's RFG Position: Q2 2026 in Review

Prosperity Consulting Group reduced its Invesco S&P MidCap 400 Pure Growth ETF (RFG) stake by 0.52% in Q2 2026, selling an estimated $12.8K and leaving 39,947 shares worth $2.58M. The position accounts for 0.1% of the portfolio, ranked #149.

Prosperity Consulting Group first reported a position in RFG in Q1 2024 and has held it in 10 quarters since. 117 funds tracked by Wall St. Rank hold RFG as of Q2 2026.

Prosperity Consulting Group held 39,947 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $2.58M as of Q2 2026.
Prosperity Consulting Group sold 210 Invesco S&P MidCap 400 Pure Growth ETF shares in Q2 2026, an estimated $12.8K.
Invesco S&P MidCap 400 Pure Growth ETF made up 0.1% of Prosperity Consulting Group's portfolio in Q2 2026, its #149 holding.
Prosperity Consulting Group first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q1 2024 and has held it in 10 quarters since.
117 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.