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Vista Investment Partners’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Vista Investment Partners’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
Q3 		$818K Buy
13,837
+1,967
+17% +$120K 0.21% 87
2026
Q2 		$766K Buy
11,870
+154
+1% +$9.42K 0.19% 94
2026
Q1 		$642K Buy
11,716
+187
+2% +$10.5K 0.17% 104
2025
Q4 		$605K Sell
11,529
-13
-0.1% -$673 0.16% 110
2025
Q3 		$588K Buy
11,542
+669
+6% +$33.7K 0.16% 105
2025
Q2 		$530K Buy
10,873
+1,149
+12% +$52.7K 0.15% 101
2025
Q1 		$426K Buy
+9,724
New +$465K 0.13% 115

Other funds holding RFG

CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Vista Investment Partners's RFG Position: Q3 2026 in Review

Vista Investment Partners increased its Invesco S&P MidCap 400 Pure Growth ETF (RFG) stake by 17% in Q3 2026, buying an estimated $120K and bringing the position to 13,837 shares worth $818K. The position accounts for 0.21% of the portfolio, ranked #87.

Vista Investment Partners first reported a position in RFG in Q1 2025 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold RFG as of Q3 2026.

  • Vista Investment Partners held 13,837 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $818K as of Q3 2026.
  • Vista Investment Partners bought 1,967 Invesco S&P MidCap 400 Pure Growth ETF shares in Q3 2026, an estimated $120K.
  • Invesco S&P MidCap 400 Pure Growth ETF made up 0.21% of Vista Investment Partners's portfolio in Q3 2026, its #87 holding.
  • Vista Investment Partners first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q1 2025 and has held it in 7 quarters since.
  • 11 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.