AssetMark Inc
RWK icon

AssetMark Inc’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

AssetMark Inc’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
Q1 		– Sell
-43
Closed -$2K – 1489
2018
Q4 		$2K Buy
+43
New +$2.45K ﹤0.01% 1231

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Bank of America
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UBS Group
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FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc's RWK Position: Q1 2019 in Review

AssetMark Inc sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q1 2019, closing a stake of 43 shares — an estimated $2K sold.

AssetMark Inc first reported a position in RWK in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 56 funds tracked by Wall St. Rank hold RWK as of Q1 2019.

  • AssetMark Inc reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q1 2019 after selling out during the quarter.
  • AssetMark Inc sold 43 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2019, an estimated $2K.
  • AssetMark Inc first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2018 and held it in 1 quarter.
  • AssetMark Inc's Invesco S&P MidCap 400 Revenue ETF position peaked at $2K in Q4 2018.
  • 56 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2019.

Based on AssetMark Inc's 13F filing for Q1 2019, filed 14 May 2019.