Public ownership evidence

Invesco S&P MidCap 400 Pure Growth ETF (RFG) Ownership Disclosures

Read RFG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco S&P MidCap 400 Pure Growth ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
15,505
Value (USD)
$679,579
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read RFG fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read RFG fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2915,505$679,579None
Corient Private Wealth LP2026-06-302026-08-2821,000$1,355,130None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2010,312$665,433None
Corient Private Wealth LP2026-06-302026-08-1822,165$1,430,307None
Equitable Holdings, Inc.2026-06-302026-08-183,777$243,709None
Glen Eagle Advisors, LLC2026-06-302026-08-15755$48,748None
Tradewinds, LLC.2026-06-302026-08-1574,955$394,787None
Ameritas Advisory Services, LLC2026-06-302026-08-1554,494$3,516,476None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,760$113,573None
OSAIC HOLDINGS, INC.2026-06-302026-08-1538,451$2,481,787None
MARSHALL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-1547$3,033None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-158,716$548,411None
AMERIPRISE FINANCIAL INC2026-06-302026-08-153,987$257,278None
Pinnacle Financial Partners, Inc.2026-06-302026-08-159,011$581,504None
ROYAL BANK OF CANADA2026-06-302026-08-15216$14,000None
ROYAL BANK OF CANADA2026-06-302026-08-1529,562$1,908,000None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-1574,539$4,809,996None
GOLDMAN SACHS GROUP INC2026-06-302026-08-157,325$472,682None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1517,048$1,100,099None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-158,336$537,910None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1541,722$2,692,313None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1537,790$2,438,561None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1514,022$904,840None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1534,106$2,200,869None
Rockefeller Capital Management L.P.2026-06-302026-08-145,178$334,178None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14430$27,748None
UBS Group AG2026-06-302026-08-14674$43,493None
UBS Group AG2026-06-302026-08-1435,905$2,316,950None
Creative Planning2026-06-302026-08-143,858$248,981None
Prosperity Consulting Group, LLC2026-06-302026-08-1439,947$2,577,780None
Topsail Wealth Management, LLC2026-06-302026-08-14750$48,398None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-144,637$299,217None
MORGAN STANLEY2026-06-302026-08-141,569$101,248None
MORGAN STANLEY2026-06-302026-08-14227,341$14,670,365None
FMR LLC2026-06-302026-08-1423,873$1,540,514None
Corient Private Wealth LP2026-06-302026-08-1322,165$1,430,307None
Integrated Wealth Concepts LLC2026-06-302026-08-135,205$335,879None
Strategic Wealth Partners, Ltd.2026-06-302026-08-13250$16,133None
Cetera Investment Advisers2026-06-302026-08-1326,793$1,729,008None
Focus Partners Wealth2026-06-302026-08-134,308$278,026None
NewEdge Advisors, LLC2026-06-302026-08-1330,005$1,936,232None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1324,681$1,592,683None
COMMERCE BANK2026-06-302026-08-131,010$65,175None
COMMERCE BANK2026-06-302026-08-135,500$354,915None
STIFEL FINANCIAL CORP2026-06-302026-08-132,000$129,060None
STIFEL FINANCIAL CORP2026-06-302026-08-134,676$301,774None
JPMORGAN CHASE & CO2026-06-302026-08-13500$31,735None
Godfrey Financial Associates, Inc.2026-06-302026-08-121,106$71,386None
Cornerstone Financial Group, LLC /NE/2026-06-302026-08-1225,680$1,657,154None
CAHILL FINANCIAL ADVISORS INC2026-06-302026-08-124,920$317,477None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗MERCER GLOBAL ADVISORS INC /ADV ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗Glen Eagle Advisors, LLC ↗Tradewinds, LLC. ↗Ameritas Advisory Services, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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