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Beirne Wealth Consulting Services’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Beirne Wealth Consulting Services’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
-4,000
Closed -$205K – 197
2018
Q4 		$205K Buy
+4,000
New +$228K 0.17% 165

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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

Beirne Wealth Consulting Services's RWK Position: Q1 2019 in Review

Beirne Wealth Consulting Services sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q1 2019, closing a stake of 4,000 shares — an estimated $205K sold.

Beirne Wealth Consulting Services first reported a position in RWK in Q4 2018 and held it in 1 quarter. The position peaked at $205K in Q4 2018. 56 funds tracked by Wall St. Rank hold RWK as of Q1 2019.

  • Beirne Wealth Consulting Services reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q1 2019 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 4,000 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2019, an estimated $205K.
  • Beirne Wealth Consulting Services first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2018 and held it in 1 quarter.
  • Beirne Wealth Consulting Services's Invesco S&P MidCap 400 Revenue ETF position peaked at $205K in Q4 2018.
  • 56 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q1 2019, filed 14 May 2019.