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Schear Investment Advisers’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Schear Investment Advisers’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 		$906K Buy
+15,327
New +$934K 0.11% 117

Other funds holding RFG

CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
TW
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM

Schear Investment Advisers's RFG Position: Q3 2026 in Review

Schear Investment Advisers opened a new position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q3 2026: 15,327 shares worth $906K. The stake represents 0.11% of the portfolio and ranks #117 among its holdings.

13 funds tracked by Wall St. Rank hold RFG as of Q3 2026.

  • Schear Investment Advisers held 15,327 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $906K as of Q3 2026.
  • Invesco S&P MidCap 400 Pure Growth ETF was a new Schear Investment Advisers position in Q3 2026.
  • Invesco S&P MidCap 400 Pure Growth ETF made up 0.11% of Schear Investment Advisers's portfolio in Q3 2026, its #117 holding.
  • 13 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q3 2026.

Based on Schear Investment Advisers's 13F filing for Q3 2026, filed 14 Oct 2026.