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B. Riley Wealth Advisors’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

B. Riley Wealth Advisors’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
-4,795
Closed -$526K – 1410
2024
Q2 		$526K Buy
+4,795
New +$533K 0.01% 791
2015
Q1 		– Sell
-400
Closed -$19 – 1698
2014
Q4 		$19 Buy
+400
New +$18.6K ﹤0.01% 2577
2014
Q3 		– Sell
-300
Closed -$14.3K – 1647
2014
Q2 		$14.3K Buy
+300
New +$13.8K ﹤0.01% 1628

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

B. Riley Wealth Advisors's RWK Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q3 2024, closing a stake of 4,795 shares — an estimated $526K sold.

B. Riley Wealth Advisors first reported a position in RWK in Q2 2014 and held it in 3 quarters. The position peaked at $526K in Q2 2024. 108 funds tracked by Wall St. Rank hold RWK as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,795 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2024, an estimated $526K.
  • B. Riley Wealth Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Invesco S&P MidCap 400 Revenue ETF position peaked at $526K in Q2 2024.
  • 108 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.