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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 42 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 VOD VODAFONE GROUP PLC Communication Services 34,116.0 $451K 0.01% NEW $13.22 +22.5%
822 SUSB ISHARES TR 18,009.0 $450K 0.01% NEW $24.99 -0.5%
823 RY ROYAL BK CDA Financial Services 2,168.0 $449K 0.01% +71.0 +3.4% $206.97 +0.9%
824 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 34,901.0 $447K 0.01% +6K +19.7% $12.80 -3.2%
825 CEG CONSTELLATION ENERGY CORP Utilities 1,796.0 $446K 0.01% $248.38 +9.4%
826 FBK FB FINL CORP Financial Services 8,053.0 $446K 0.01% $55.35 +8.0%
827 XSVM INVESCO EXCHANGE TRADED FD T 6,370.0 $443K 0.01% $69.59 +1.6%
828 RWJ INVESCO EXCH TRADED FD TR II 7,441.0 $443K 0.01% -1K -16.4% $59.50 +3.8%
829 DRIV GLOBAL X FDS 11,459.0 $442K 0.01% $38.57 -10.0%
830 QQQ PUT INVESCO QQQ TR Financial Services 600.0 $442K 0.01% NEW $736.40 -2.7%
831 HSY HERSHEY CO Consumer Defensive 2,506.0 $440K 0.01% +24.0 +1.0% $175.42 +6.7%
832 PWR QUANTA SVCS INC Industrials 609.0 $439K 0.01% +134.0 +28.2% $720.04 -6.1%
833 NUE NUCOR CORP Basic Materials 1,959.0 $436K 0.01% -141.0 -6.7% $222.76 +16.7%
834 ADME ETF SER SOLUTIONS 7,832.0 $436K 0.01% -6K -43.5% $55.65 +1.8%
835 UJUL INNOVATOR ETFS TRUST 10,659.0 $435K 0.01% -676.0 -6.0% $40.77 +1.7%
836 CLOI VANECK ETF TRUST 8,193.0 $434K 0.01% NEW $52.95 -0.2%
837 PDBC INVESCO ACTVELY MNGD ETC FD 27,139.0 $431K 0.01% -19K -41.8% $15.88 +15.9%
838 NGG NATIONAL GRID PLC Utilities 5,200.0 $431K 0.01% +42.0 +0.8% $82.87 -2.7%
839 DIV GLOBAL X FDS 22,502.0 $429K 0.01% +330.0 +1.5% $19.05 +3.8%
840 EQWL INVESCO EXCHANGE TRADED FD T 3,235.0 $417K 0.01% -1K -25.9% $129.02 +5.0%
Page 42 of 57  ·  1,126 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%