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Get Institutions for : 
Invesco S&P MidCap 400 Pure Growth ETF (RFG)  
$49.31 0.16 (0.32%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 85    3
Total shares held : 
 1,787,589  
% of shares held : 
 1.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 -258,397  
% of shares held change : 
   -0.29%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $38.62  
Last Quarter's Ending Price : 
 $41.26  
Last Quarter's Average Price : 
 $39.17  
Change from last quarter's     
avg. price to the last closing  : 
10.14 (25.89%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 19,912
 1.11%
 
Increased Positions :
28
 55,388
 3.1%
 
Unchanged Positions :
34
 130,972
 7.33%
 
Decreased Positions :
18
-139,214
-7.79%
 
Closed Positions :
8
-194,483
-10.88%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Christopher J. Hasenberg Inc 13 *New 2024-03-31 99,984 $5,069,000 99,984
   Prosperity Consulting Group LLC 91 *New 2024-03-31 48,935 $2,481,000 48,935
   SEGMENT WEALTH MANAGEMENT, LLC 224 *New 2024-03-31 4,830 $245,000 4,830
   Tradewinds LLC. 77 *New 2024-03-31 4,781 $242,000 4,781
   Private Advisor Group LLC 1995 *New 2024-03-31 4,658 $236,000 4,658
   GREENLEAF TRUST 719 *New 2024-03-31 1,825 $218,000 1,825
   Berry Wealth Group LP 76 *New 2024-03-31 4,250 $215,000 4,250
   TIAA TRUST NATIONAL ASSOCIATION 578 *New 2024-03-31 4,235 $215,000 4,235
   Facet Wealth Inc. 115 *New 2024-03-31 4,280 $212,000 4,280
   TRUEPOINT, INC. 119 *New 2024-03-31 4,078 $207,000 4,078
   RMR Wealth Builders 252 *New 2024-03-31 3,985 $202,000 3,985
   TOTH FINANCIAL ADVISORY CORP 319 *New 2024-03-31 750 $38,000 750
   VALLEY NATIONAL ADVISERS INC 480 *New 2024-03-31 540 $27,000 540
   Atlantic Trust Group LLC 2050 *New 2024-03-31 400 $20,000 400
   LOGAN CAPITAL MANAGEMENT INC 422 *New 2023-12-31 158 $7,000 158
   Nalls Sherbakoff Group LLC 312 *New 2023-12-31 107 $4,000 107
   McIlrath & Eck LLC 786 *New 2024-03-31 50 $3,000 50
  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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