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

Advocacy Wealth Management Services’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
2020
Q1 		– Sell
-843
Closed -$55K – 131
2019
Q4 		$55K Hold
843
– – 0.02% 51
2019
Q3 		$50K Hold
843
– – 0.03% 48
2019
Q2 		$51K Buy
+843
New +$50.5K 0.04% 41

Other funds holding RWK

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advocacy Wealth Management Services's RWK Position: Q1 2020 in Review

Advocacy Wealth Management Services sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q1 2020, closing a stake of 843 shares — an estimated $55K sold.

Advocacy Wealth Management Services first reported a position in RWK in Q2 2019 and held it in 3 quarters. The position peaked at $55K in Q4 2019. 51 funds tracked by Wall St. Rank hold RWK as of Q1 2020.

  • Advocacy Wealth Management Services reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q1 2020 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 843 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2020, an estimated $55K.
  • Advocacy Wealth Management Services first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2019 and held it in 3 quarters.
  • Advocacy Wealth Management Services's Invesco S&P MidCap 400 Revenue ETF position peaked at $55K in Q4 2019.
  • 51 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2020, filed 2 Apr 2020.