RRWA
RFG icon

Rainey & Randall Wealth Advisors’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Rainey & Randall Wealth Advisors’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
2019
Q2 		– Sell
-694,755
Closed -$21M – 40
2019
Q1 		$21M Buy
694,755
+5,180
+0.8% +$153K 14.76% 1
2018
Q4 		$18.2M Sell
689,575
-5,365
-0.8% -$157K 14.38% 2
2018
Q3 		$23M Buy
+694,940
New +$23M 16.31% 1
2018
Q2 		– Sell
-695,705
Closed -$22M – 30
2018
Q1 		$22M Buy
695,705
+9,620
+1% +$308K 17.16% 1
2017
Q4 		$21.1M Buy
+686,085
New +$20.7M 18.31% 1

Other funds holding RFG

PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
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
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return