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Atria Investments’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Atria Investments’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
Q3 		– Sell
-8,112
Closed -$891K – 2033
2024
Q2 		$891K Buy
+8,112
New +$902K 0.01% 998
2024
Q1 		– Sell
-11,529
Closed -$1.21M – 1002
2023
Q4 		$1.21M Sell
11,529
-172
-1% -$16.4K 0.02% 809
2023
Q3 		$1.1M Sell
11,701
-856
-7% -$83.2K 0.02% 798
2023
Q2 		$1.21M Buy
+12,557
New +$1.13M 0.02% 763

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
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Atria Investments's RWK Position: Q3 2024 in Review

Atria Investments sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q3 2024, closing a stake of 8,112 shares — an estimated $891K sold.

Atria Investments first reported a position in RWK in Q2 2023 and held it in 4 quarters. The position peaked at $1.21M in Q4 2023. 108 funds tracked by Wall St. Rank hold RWK as of Q3 2024.

  • Atria Investments reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q3 2024 after selling out during the quarter.
  • Atria Investments sold 8,112 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2024, an estimated $891K.
  • Atria Investments first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2023 and held it in 4 quarters.
  • Atria Investments's Invesco S&P MidCap 400 Revenue ETF position peaked at $1.21M in Q4 2023.
  • 108 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.