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Stratford Consulting’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Stratford Consulting’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
2020
Q1 		$4K Buy
170
+5
+3% +$141 ﹤0.01% 81
2019
Q4 		$5K Buy
+165
New +$4.85K ﹤0.01% 79

Other funds holding RFG

PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stratford Consulting's RFG Position: Q1 2020 in Review

Stratford Consulting increased its Invesco S&P MidCap 400 Pure Growth ETF (RFG) stake by 3% in Q1 2020, buying an estimated $141 and bringing the position to 170 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #81.

Stratford Consulting first reported a position in RFG in Q4 2019 and has held it in 2 quarters since. The position peaked at $5K in Q4 2019. 87 funds tracked by Wall St. Rank hold RFG as of Q1 2020.

  • Stratford Consulting held 170 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $4K as of Q1 2020.
  • Stratford Consulting bought 5 Invesco S&P MidCap 400 Pure Growth ETF shares in Q1 2020, an estimated $141.
  • Invesco S&P MidCap 400 Pure Growth ETF made up ﹤0.01% of Stratford Consulting's portfolio in Q1 2020, its #81 holding.
  • Stratford Consulting first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q4 2019 and has held it in 2 quarters since.
  • Stratford Consulting's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $5K in Q4 2019.
  • 87 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.