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

Westside Investment Management’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
2019 Q2	$400	Buy	+13,500	New	+$400K	﹤0.01%	152
2018 Q4	$356K	Hold	13,500	–	–	0.13%	112
2018 Q3	$441K	Hold	13,500	–	–	0.14%	94
2018 Q2	$437K	Hold	13,500	–	–	0.15%	92
2018 Q1	$414K	Hold	13,500	–	–	0.23%	95
2017 Q4	$432K	Hold	13,500	–	–	0.23%	95
2017 Q3	$395K	Hold	13,500	–	–	0.24%	91
2017 Q2	$379K	Hold	13,500	–	–	0.25%	91
2017 Q1	$360K	Hold	13,500	–	–	0.17%	88
2016 Q4	$354K	Buy	+13,500	New	+$338K	0.24%	65

Other funds holding RFG

Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

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

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

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return