RFG INVESCO EXCHANGE TRADED FD T

Ownership history in Compton Wealth Advisory Group, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Compton Wealth Advisory Group, LLC reported a position in INVESCO EXCHANGE TRADED FD T (RFG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.25% (2021 Q1)
Avg. % of fund
0.7%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 47,500 0% 0.54% $2.5M $52.44
2025 Q3 UNCHANGED 47,500 0% 0.56% $2.4M $50.92
2025 Q2 UNCHANGED 47,500 0% 0.59% $2.3M $48.68
2025 Q1 UNCHANGED 47,500 0% 0.58% $2.1M $43.66
2024 Q4 UNCHANGED 47,500 0% 0.59% $2.3M $48.20
2024 Q3 REDUCED 47,500 -3,000 -5.9% 0.59% $2.3M $48.92
2024 Q2 UNCHANGED 50,500 0% 0.66% $2.5M $48.46
2024 Q1 UNCHANGED 50,500 0% 0.70% $2.6M $50.35
2023 Q4 REDUCED 50,500 -2,000 -3.8% 0.65% $2.1M $40.92
2023 Q3 ADDED 52,500 +42,000 +400.0% 0.71% $2.1M $38.75
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    RFG price (monthly, adj. close)
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