Almanack Investment Partners’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Almanack Investment Partners’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
2019 Q4	–	Sell	-15,283	Closed	-$910K	–	223
2019 Q3	$910K	Buy	+15,283	New	+$897K	0.18%	79
2019 Q1	–	Sell	-16,900	Closed	-$866K	–	191
2018 Q4	$866K	Buy	16,900 +247	+1%	+$14.1K	0.26%	53
2018 Q3	$1M	Buy	+16,653	New	+$1.05M	0.27%	52

Other funds holding RWK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Almanack Investment Partners's RWK Position: Q4 2019 in Review

Almanack Investment Partners sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q4 2019, closing a stake of 15,283 shares — an estimated $910K sold.

Almanack Investment Partners first reported a position in RWK in Q3 2018 and held it in 3 quarters. The position peaked at $1M in Q3 2018. 65 funds tracked by Wall St. Rank hold RWK as of Q4 2019.

Almanack Investment Partners reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q4 2019 after selling out during the quarter.
Almanack Investment Partners sold 15,283 Invesco S&P MidCap 400 Revenue ETF shares in Q4 2019, an estimated $910K.
Almanack Investment Partners first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2018 and held it in 3 quarters.
Almanack Investment Partners's Invesco S&P MidCap 400 Revenue ETF position peaked at $1M in Q3 2018.
65 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q4 2019.

Based on Almanack Investment Partners's 13F filing for Q4 2019, filed 10 Feb 2020.