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

WealthShield 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
2018
Q1 		– Sell
-2,995
Closed -$94K – 252
2017
Q4 		$94K Buy
+2,995
New +$90.2K 0.06% 141

Other funds holding RFG

PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BOS
Bank of Stockton Stockton, California $356M AUM 42.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthShield Partners's RFG Position: Q1 2018 in Review

WealthShield Partners sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q1 2018, closing a stake of 2,995 shares — an estimated $94K sold.

WealthShield Partners first reported a position in RFG in Q4 2017 and held it in 1 quarter. The position peaked at $94K in Q4 2017. 84 funds tracked by Wall St. Rank hold RFG as of Q1 2018.

  • WealthShield Partners reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q1 2018 after selling out during the quarter.
  • WealthShield Partners sold 2,995 Invesco S&P MidCap 400 Pure Growth ETF shares in Q1 2018, an estimated $94K.
  • WealthShield Partners first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q4 2017 and held it in 1 quarter.
  • WealthShield Partners's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $94K in Q4 2017.
  • 84 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q1 2018.

Based on WealthShield Partners's 13F filing for Q1 2018, filed 11 May 2018.