TI
RFG icon

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
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

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NEPWA
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TPWM
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CCM
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MIM
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return