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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
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

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Vista Investment Partners's RFG Position: Q2 2026 in Review

Vista Investment Partners increased its Invesco S&P MidCap 400 Pure Growth ETF (RFG) stake by 1.3% in Q2 2026, buying an estimated $9.42K and bringing the position to 11,870 shares worth $766K. The position accounts for 0.19% of the portfolio, ranked #94.

Vista Investment Partners first reported a position in RFG in Q1 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold RFG as of Q2 2026.

  • Vista Investment Partners held 11,870 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $766K as of Q2 2026.
  • Vista Investment Partners bought 154 Invesco S&P MidCap 400 Pure Growth ETF shares in Q2 2026, an estimated $9.42K.
  • Invesco S&P MidCap 400 Pure Growth ETF made up 0.19% of Vista Investment Partners's portfolio in Q2 2026, its #94 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 6 quarters since.
  • 17 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.