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 $1.66T AUM 25.57% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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