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Cedar Brook Financial Partners’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-5,352
Closed -$616K – 321
2024
Q1 		$616K Buy
5,352
+771
+17% +$82K 0.12% 176
2023
Q4 		$470K Buy
4,581
+1,160
+34% +$111K 0.1% 205
2023
Q3 		$321K Buy
3,421
+132
+4% +$12.8K 0.08% 239
2023
Q2 		$316K Buy
+3,289
New +$295K 0.08% 274

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
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cedar Brook Financial Partners's RWK Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2024, closing a stake of 5,352 shares — an estimated $616K sold.

Cedar Brook Financial Partners first reported a position in RWK in Q2 2023 and held it in 4 quarters. The position peaked at $616K in Q1 2024. 105 funds tracked by Wall St. Rank hold RWK as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 5,352 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2024, an estimated $616K.
  • Cedar Brook Financial Partners first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2023 and held it in 4 quarters.
  • Cedar Brook Financial Partners's Invesco S&P MidCap 400 Revenue ETF position peaked at $616K in Q1 2024.
  • 105 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.