RMR Wealth Builders’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

RMR Wealth Builders’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	$227K	Buy	+3,512	New	+$215K	0.01%	289
2024 Q2	–	Sell	-3,985	Closed	-$202K	–	259
2024 Q1	$202K	Buy	+3,985	New	+$179K	0.02%	251

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

RMR Wealth Builders's RFG Position: Q2 2026 in Review

RMR Wealth Builders opened a new position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q2 2026: 3,512 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #289 among its holdings. This is a return to the name: RMR Wealth Builders previously reported a position in RFG as recently as Q1 2024.

RMR Wealth Builders first reported a position in RFG in Q1 2024 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold RFG as of Q2 2026.

RMR Wealth Builders held 3,512 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $227K as of Q2 2026.
Invesco S&P MidCap 400 Pure Growth ETF was a new RMR Wealth Builders position in Q2 2026.
Invesco S&P MidCap 400 Pure Growth ETF made up 0.01% of RMR Wealth Builders's portfolio in Q2 2026, its #289 holding.
RMR Wealth Builders first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q1 2024 and has held it in 2 quarters since.
117 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.