Truist Financial
RFG icon

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

Truist Financial’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
2021
Q4 		– Sell
-11,145
Closed -$492K – 2833
2021
Q3 		$492K Buy
+11,145
New +$503K ﹤0.01% 2015

Other funds holding RFG

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 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

Truist Financial's RFG Position: Q4 2021 in Review

Truist Financial sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q4 2021, closing a stake of 11,145 shares — an estimated $492K sold.

Truist Financial first reported a position in RFG in Q3 2021 and held it in 1 quarter. The position peaked at $492K in Q3 2021. 96 funds tracked by Wall St. Rank hold RFG as of Q4 2021.

  • Truist Financial reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Truist Financial sold 11,145 Invesco S&P MidCap 400 Pure Growth ETF shares in Q4 2021, an estimated $492K.
  • Truist Financial first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q3 2021 and held it in 1 quarter.
  • Truist Financial's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $492K in Q3 2021.
  • 96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q4 2021.

Based on Truist Financial's 13F filing for Q4 2021, filed 14 Feb 2022.