AWM
RWK icon

Activest Wealth Management’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Activest Wealth Management’s Portfolio RWK Stock Details RWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-96
Closed -$10.2K – 402
2023
Q4 		$10.1K Buy
+96
New +$9.14K 0.01% 193

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Activest Wealth Management's RWK Position: Q1 2024 in Review

Activest Wealth Management sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q1 2024, closing a stake of 96 shares — an estimated $10.2K sold.

Activest Wealth Management first reported a position in RWK in Q4 2023 and held it in 1 quarter. The position peaked at $10.1K in Q4 2023. 107 funds tracked by Wall St. Rank hold RWK as of Q1 2024.

  • Activest Wealth Management reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q1 2024 after selling out during the quarter.
  • Activest Wealth Management sold 96 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2024, an estimated $10.2K.
  • Activest Wealth Management first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2023 and held it in 1 quarter.
  • Activest Wealth Management's Invesco S&P MidCap 400 Revenue ETF position peaked at $10.1K in Q4 2023.
  • 107 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2024.

Based on Activest Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.