Total Clarity Wealth Management’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Total Clarity Wealth Management’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
2022 Q3	–	Sell	-25	Closed	-$1K	–	811
2022 Q2	$1K	Buy	+25	New	+$918	﹤0.01%	990
2022 Q1	–	Sell	-25	Closed	-$1K	–	748
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	963
2021 Q3	$1K	Buy	+25	New	+$1.13K	﹤0.01%	965
2021 Q2	–	Sell	-35	Closed	-$2K	–	618
2021 Q1	$2K	Buy	+35	New	+$1.53K	﹤0.01%	786
2020 Q1	–	Sell	-35	Closed	-$1K	–	498
2019 Q4	$1K	Buy	+35	New	+$1.03K	﹤0.01%	674

Other funds holding RFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Total Clarity Wealth Management's RFG Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q3 2022, closing a stake of 25 shares — an estimated $1K sold.

Total Clarity Wealth Management first reported a position in RFG in Q4 2019 and held it in 5 quarters. The position peaked at $2K in Q1 2021. 77 funds tracked by Wall St. Rank hold RFG as of Q3 2022.

Total Clarity Wealth Management reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 25 Invesco S&P MidCap 400 Pure Growth ETF shares in Q3 2022, an estimated $1K.
Total Clarity Wealth Management first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $2K in Q1 2021.
77 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.