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 Q3	$208K	Buy	3,513 +1	+0%	+$61	0.01%	298
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return

RMR Wealth Builders's RFG Position: Q3 2026 in Review

RMR Wealth Builders increased its Invesco S&P MidCap 400 Pure Growth ETF (RFG) stake by 0.03% in Q3 2026, buying an estimated $61 and bringing the position to 3,513 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #298.

RMR Wealth Builders first reported a position in RFG in Q1 2024 and has held it in 3 quarters since. The position peaked at $227K in Q2 2026. 84 funds tracked by Wall St. Rank hold RFG as of Q3 2026.

RMR Wealth Builders held 3,513 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $208K as of Q3 2026.
RMR Wealth Builders bought 1 Invesco S&P MidCap 400 Pure Growth ETF share in Q3 2026, an estimated $61.
Invesco S&P MidCap 400 Pure Growth ETF made up 0.01% of RMR Wealth Builders's portfolio in Q3 2026, its #298 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 3 quarters since.
RMR Wealth Builders's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $227K in Q2 2026.
84 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.