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

WealthShield’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
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
FC
Forte Capital Rochester, New York $930M AUM 24.11% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 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

WealthShield's RFG Position: Q4 2017 in Review

WealthShield opened a new position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q4 2017: 2,995 shares worth $94K. The stake represents 0.06% of the portfolio and ranks #141 among its holdings.

97 funds tracked by Wall St. Rank hold RFG as of Q4 2017.

  • WealthShield held 2,995 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $94K as of Q4 2017.
  • Invesco S&P MidCap 400 Pure Growth ETF was a new WealthShield position in Q4 2017.
  • Invesco S&P MidCap 400 Pure Growth ETF made up 0.06% of WealthShield's portfolio in Q4 2017, its #141 holding.
  • 97 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.