Toth Financial Advisory’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Toth Financial Advisory’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	$48.4K	Hold	750	–	–	﹤0.01%	388
2026 Q1	$41.1K	Hold	750	–	–	﹤0.01%	382
2025 Q4	$39.3K	Hold	750	–	–	﹤0.01%	390
2025 Q3	$38.2K	Hold	750	–	–	﹤0.01%	391
2025 Q2	$36.6K	Hold	750	–	–	﹤0.01%	356
2025 Q1	$32.9K	Hold	750	–	–	﹤0.01%	339
2024 Q4	$36.3K	Hold	750	–	–	﹤0.01%	334
2024 Q3	$36.9K	Hold	750	–	–	﹤0.01%	324
2024 Q2	$36.6K	Hold	750	–	–	﹤0.01%	322
2024 Q1	$38K	Buy	+750	New	+$33.7K	﹤0.01%	319

Other funds holding RFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return