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Capital Advisors Wealth Management’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Capital Advisors Wealth Management’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
2021
Q2 		– Sell
-2,907
Closed -$250K – 98
2021
Q1 		$250K Buy
+2,907
New +$230K 0.11% 79

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Advisors Wealth Management's RWK Position: Q2 2021 in Review

Capital Advisors Wealth Management sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2021, closing a stake of 2,907 shares — an estimated $250K sold.

Capital Advisors Wealth Management first reported a position in RWK in Q1 2021 and held it in 1 quarter. The position peaked at $250K in Q1 2021. 64 funds tracked by Wall St. Rank hold RWK as of Q2 2021.

  • Capital Advisors Wealth Management reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q2 2021 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 2,907 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2021, an estimated $250K.
  • Capital Advisors Wealth Management first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2021 and held it in 1 quarter.
  • Capital Advisors Wealth Management's Invesco S&P MidCap 400 Revenue ETF position peaked at $250K in Q1 2021.
  • 64 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2021.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.