Ritter Daniher Financial Advisory’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Ritter Daniher Financial Advisory’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	–	Sell	-717	Closed	-$39.3K	–	623
2026 Q1	$39.3K	Buy	717 +1	+0.1%	+$56	0.01%	292
2025 Q4	$37.6K	Buy	+716	New	+$37.1K	0.01%	294

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

Ritter Daniher Financial Advisory's RFG Position: Q2 2026 in Review

Ritter Daniher Financial Advisory sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q2 2026, closing a stake of 717 shares — an estimated $39.3K sold.

Ritter Daniher Financial Advisory first reported a position in RFG in Q4 2025 and held it in 2 quarters. The position peaked at $39.3K in Q1 2026. 117 funds tracked by Wall St. Rank hold RFG as of Q2 2026.

Ritter Daniher Financial Advisory reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q2 2026 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 717 Invesco S&P MidCap 400 Pure Growth ETF shares in Q2 2026, an estimated $39.3K.
Ritter Daniher Financial Advisory first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q4 2025 and held it in 2 quarters.
Ritter Daniher Financial Advisory's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $39.3K in Q1 2026.
117 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.