Truepoint Inc’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Truepoint Inc’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	$211K	Buy	+3,266	New	+$200K	﹤0.01%	155
2024 Q4	–	Sell	-4,078	Closed	-$201K	–	134
2024 Q3	$201K	Buy	+4,078	New	+$197K	0.01%	124
2024 Q2	–	Sell	-4,078	Closed	-$207K	–	123
2024 Q1	$207K	Buy	+4,078	New	+$183K	0.01%	119

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

Truepoint Inc's RFG Position: Q2 2026 in Review

Truepoint Inc opened a new position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q2 2026: 3,266 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #155 among its holdings. This is a return to the name: Truepoint Inc previously reported a position in RFG as recently as Q3 2024.

Truepoint Inc first reported a position in RFG in Q1 2024 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold RFG as of Q2 2026.

Truepoint Inc held 3,266 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $211K as of Q2 2026.
Invesco S&P MidCap 400 Pure Growth ETF was a new Truepoint Inc position in Q2 2026.
Invesco S&P MidCap 400 Pure Growth ETF made up ﹤0.01% of Truepoint Inc's portfolio in Q2 2026, its #155 holding.
Truepoint Inc first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q1 2024 and has held it in 3 quarters since.
117 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.