Cetera Investment Advisers
RWK icon

Cetera Investment Advisers’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$3.87M Buy
30,137
+2,647
+10% +$349K ﹤0.01% 1695
2025
Q4 		$3.48M Buy
27,490
+1,286
+5% +$161K ﹤0.01% 1731
2025
Q3 		$3.28M Buy
26,204
+4,510
+21% +$555K ﹤0.01% 1744
2025
Q2 		$2.54M Buy
21,694
+346
+2% +$37.9K ﹤0.01% 1673
2025
Q1 		$2.3M Buy
21,348
+276
+1% +$32.1K ﹤0.01% 1650
2024
Q4 		$2.45M Sell
21,072
-1,113
-5% -$133K 0.01% 1507
2024
Q3 		$2.58M Sell
22,185
-673
-3% -$75.7K 0.01% 1430
2024
Q2 		$2.51M Buy
22,858
+8,080
+55% +$899K 0.01% 1399
2024
Q1 		$1.7M Buy
+14,778
New +$1.57M ﹤0.01% 1671

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 $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return