AC
RWK icon

Avestar Capital’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Avestar Capital’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
2026
Q1 		$388K Hold
3,022
– – 0.03% 401
2025
Q4 		$382K Hold
3,022
– – 0.03% 383
2025
Q3 		$378K Hold
3,022
– – 0.03% 381
2025
Q2 		$353K Hold
3,022
– – 0.03% 366
2025
Q1 		$326K Sell
3,022
-1
-0% -$116 0.03% 361
2024
Q4 		$351K Hold
3,023
– – 0.03% 349
2024
Q3 		$352K Hold
3,023
– – 0.04% 305
2024
Q2 		$332K Hold
3,023
– – 0.04% 321
2024
Q1 		$348K Hold
3,023
– – 0.04% 308
2023
Q4 		$318K Buy
+3,023
New +$288K 0.04% 285

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 $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return