Cetera Advisor Networks’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Cetera Advisor Networks’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 Q1	$774K	Buy	6,725 +61	+0.9%	+$6.49K	﹤0.01%	1623
2023 Q4	$700K	Buy	+6,664	New	+$635K	﹤0.01%	1623
2023 Q2	–	Sell	-3,724	Closed	-$338K	–	2703
2023 Q1	$338K	Buy	+3,724	New	+$343K	﹤0.01%	1975
2020 Q3	–	Sell	-456	Closed	-$23K	–	2675
2020 Q2	$23K	Buy	+456	New	+$22K	﹤0.01%	2324

Other funds holding RWK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Advisor Networks's RWK Position: Q1 2024 in Review

Cetera Advisor Networks increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 0.92% in Q1 2024, buying an estimated $6.49K and bringing the position to 6,725 shares worth $774K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Cetera Advisor Networks first reported a position in RWK in Q2 2020 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold RWK as of Q1 2024.

Cetera Advisor Networks held 6,725 shares of Invesco S&P MidCap 400 Revenue ETF worth $774K as of Q1 2024.
Cetera Advisor Networks bought 61 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2024, an estimated $6.49K.
Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1623 holding.
Cetera Advisor Networks first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2020 and has held it in 4 quarters since.
107 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.