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

Retirement Financial Solutions’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
2023
Q1 		– Sell
-75
Closed -$2.69K – 198
2022
Q4 		$2.69K Buy
+75
New +$2.75K ﹤0.01% 198

Other funds holding RFG

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $449M AUM 19.77% 1-Year Est. Return

Retirement Financial Solutions's RFG Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q1 2023, closing a stake of 75 shares — an estimated $2.69K sold.

Retirement Financial Solutions first reported a position in RFG in Q4 2022 and held it in 1 quarter. The position peaked at $2.69K in Q4 2022. 75 funds tracked by Wall St. Rank hold RFG as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 75 Invesco S&P MidCap 400 Pure Growth ETF shares in Q1 2023, an estimated $2.69K.
  • Retirement Financial Solutions first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $2.69K in Q4 2022.
  • 75 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.