Tucker Asset Management’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Tucker Asset 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
2023 Q1	–	Sell	-30	Closed	-$1.08K	–	1212
2022 Q4	$1.08K	Hold	30	–	–	﹤0.01%	633
2022 Q3	$1.11K	Buy	+30	New	+$1.09K	﹤0.01%	650

Other funds holding RFG

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

EWMCB

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tucker Asset Management's RFG Position: Q1 2023 in Review

Tucker Asset Management sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q1 2023, closing a stake of 30 shares — an estimated $1.08K sold.

Tucker Asset Management first reported a position in RFG in Q3 2022 and held it in 2 quarters. The position peaked at $1.11K in Q3 2022. 75 funds tracked by Wall St. Rank hold RFG as of Q1 2023.

Tucker Asset Management reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q1 2023 after selling out during the quarter.
Tucker Asset Management sold 30 Invesco S&P MidCap 400 Pure Growth ETF shares in Q1 2023, an estimated $1.08K.
Tucker Asset Management first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q3 2022 and held it in 2 quarters.
Tucker Asset Management's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $1.11K in Q3 2022.
75 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q1 2023.

Based on Tucker Asset Management's 13F filing for Q1 2023, filed 11 May 2023.