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

Strategic Wealth Partners’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	$16.1K	Hold	250	–	–	﹤0.01%	808
2026 Q1	$13.7K	Hold	250	–	–	﹤0.01%	809
2025 Q4	$13.1K	Hold	250	–	–	﹤0.01%	816
2025 Q3	$12.7K	Hold	250	–	–	﹤0.01%	840
2025 Q2	$12.2K	Buy	+250	New	+$11.5K	﹤0.01%	751

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

Strategic Wealth Partners's RFG Position: Q2 2026 in Review

Strategic Wealth Partners held its Invesco S&P MidCap 400 Pure Growth ETF (RFG) position steady in Q2 2026 at 250 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Strategic Wealth Partners first reported a position in RFG in Q2 2025 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold RFG as of Q2 2026.

Strategic Wealth Partners held 250 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $16.1K as of Q2 2026.
Strategic Wealth Partners left its Invesco S&P MidCap 400 Pure Growth ETF share count unchanged in Q2 2026.
Invesco S&P MidCap 400 Pure Growth ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #808 holding.
Strategic Wealth Partners first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q2 2025 and has held it in 5 quarters since.
117 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.