WestHill Financial Advisors’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

WestHill Financial Advisors’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 Q4	–	Sell	-2,085	Closed	-$81.7K	–	100
2023 Q3	$81.7K	Hold	2,085	–	–	0.02%	79
2023 Q2	$81.5K	Hold	2,085	–	–	0.02%	78
2023 Q1	$76.4K	Hold	2,085	–	–	0.02%	80
2022 Q4	$74.7K	Hold	2,085	–	–	0.02%	79
2022 Q3	$70K	Hold	2,085	–	–	0.02%	73
2022 Q2	$68K	Hold	2,085	–	–	0.02%	79
2022 Q1	$85K	Buy	+2,085	New	+$86K	0.02%	83

Other funds holding RFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWMCB

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

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $449M AUM 19.77% 1-Year Est. Return

WestHill Financial Advisors's RFG Position: Q4 2023 in Review

WestHill Financial Advisors sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q4 2023, closing a stake of 2,085 shares — an estimated $81.7K sold.

WestHill Financial Advisors first reported a position in RFG in Q1 2022 and held it in 7 quarters. The position peaked at $85K in Q1 2022. 90 funds tracked by Wall St. Rank hold RFG as of Q4 2023.

WestHill Financial Advisors reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 2,085 Invesco S&P MidCap 400 Pure Growth ETF shares in Q4 2023, an estimated $81.7K.
WestHill Financial Advisors first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q1 2022 and held it in 7 quarters.
WestHill Financial Advisors's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $85K in Q1 2022.
90 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.