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

Wetzel Investment 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
2024 Q3	–	Sell	-895	Closed	-$45.4K	–	722
2024 Q2	$45.4K	Hold	895	–	–	0.03%	252
2024 Q1	$42K	Hold	895	–	–	0.02%	276
2023 Q4	$37K	Buy	+895	New	+$35.1K	0.02%	283

Other funds holding RFG

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

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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

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

Wetzel Investment Advisors's RFG Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q3 2024, closing a stake of 895 shares — an estimated $45.4K sold.

Wetzel Investment Advisors first reported a position in RFG in Q4 2023 and held it in 3 quarters. The position peaked at $45.4K in Q2 2024. 103 funds tracked by Wall St. Rank hold RFG as of Q3 2024.

Wetzel Investment Advisors reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q3 2024 after selling out during the quarter.
Wetzel Investment Advisors sold 895 Invesco S&P MidCap 400 Pure Growth ETF shares in Q3 2024, an estimated $45.4K.
Wetzel Investment Advisors first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q4 2023 and held it in 3 quarters.
Wetzel Investment Advisors's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $45.4K in Q2 2024.
103 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.