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Portfolio (Quarterly) Guide ↗

RFG Advisory, LLC

· CIK 0001633387
13F Portfolio $6.4B AUM 1,126 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 166 New 504 Added 381 Reduced 77 Exited
Page 15 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 UJAN INNOVATOR ETFS TRUST 10,538.0 $478K 0.01% -620.0 -5.6% $45.33 +1.7%
282 INTU INTUIT Technology 1,816.0 $474K 0.01% -107.0 -5.6% $260.97 +35.8%
283 CNC CENTENE CORP DEL Healthcare 7,339.0 $471K 0.01% -4K -35.5% $64.19 +2.5%
284 TMFC RBB FD INC 6,160.0 $469K 0.01% -185.0 -2.9% $76.16 +3.8%
285 UYLD ANGEL OAK FUNDS TRUST 9,161.0 $467K 0.01% -3K -27.4% $51.00 +0.2%
286 DVY ISHARES TR 2,989.0 $467K 0.01% -712.0 -19.2% $156.32 +6.0%
287 PFFA ETFIS SER TR I 22,679.0 $466K 0.01% -2K -6.3% $20.57 +2.1%
288 BITWISE FUNDS TRUST 18,843.0 $462K 0.01% -150.0 -0.8% $24.50
289 BSEP INNOVATOR ETFS TRUST 8,741.0 $461K 0.01% -338.0 -3.7% $52.73 +2.2%
290 UOCT INNOVATOR ETFS TRUST 11,204.0 $461K 0.01% -816.0 -6.8% $41.11 +1.9%
291 MCO MOODYS CORP Financial Services 1,011.0 $458K 0.01% -10.0 -1.0% $453.11 +7.1%
292 AEE AMEREN CORP Utilities 4,039.0 $457K 0.01% -40.0 -1.0% $113.03 -2.3%
293 SDHY PGIM SHORT DUR HIG YLD OPP F Financial Services 27,820.0 $456K 0.01% -5K -16.1% $16.39 -1.5%
294 RWJ INVESCO EXCH TRADED FD TR II 7,441.0 $443K 0.01% -1K -16.4% $59.50 +3.4%
295 NUE NUCOR CORP Basic Materials 1,959.0 $436K 0.01% -141.0 -6.7% $222.76 +18.9%
296 ADME ETF SER SOLUTIONS 7,832.0 $436K 0.01% -6K -43.5% $55.65 +2.3%
297 UJUL INNOVATOR ETFS TRUST 10,659.0 $435K 0.01% -676.0 -6.0% $40.77 +1.7%
298 PDBC INVESCO ACTVELY MNGD ETC FD 27,139.0 $431K 0.01% -19K -41.8% $15.88 +14.7%
299 EQWL INVESCO EXCHANGE TRADED FD T 3,235.0 $417K 0.01% -1K -25.9% $129.02 +4.3%
300 DVN DEVON ENERGY CORP NEW Energy 10,013.0 $414K 0.01% -23K -69.8% $41.32 +16.2%
Page 15 of 20  ·  381 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.3%
Financial Services 19.3%
Consumer Cyclical 10.0%
Communication Services 8.3%
Healthcare 7.7%
Industrials 7.2%
Consumer Defensive 4.5%
Basic Materials 3.3%
Energy 2.9%
Utilities 2.4%