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Clarity Financial’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Clarity Financial’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
2022
Q1 		– Sell
-2,165
Closed -$205K – 109
2021
Q4 		$205K Sell
2,165
-851
-28% -$78.6K 0.03% 92
2021
Q3 		$263K Buy
+3,016
New +$268K 0.04% 83

Other funds holding RWK

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clarity Financial's RWK Position: Q1 2022 in Review

Clarity Financial sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q1 2022, closing a stake of 2,165 shares — an estimated $205K sold.

Clarity Financial first reported a position in RWK in Q3 2021 and held it in 2 quarters. The position peaked at $263K in Q3 2021. 78 funds tracked by Wall St. Rank hold RWK as of Q1 2022.

  • Clarity Financial reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q1 2022 after selling out during the quarter.
  • Clarity Financial sold 2,165 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2022, an estimated $205K.
  • Clarity Financial first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2021 and held it in 2 quarters.
  • Clarity Financial's Invesco S&P MidCap 400 Revenue ETF position peaked at $263K in Q3 2021.
  • 78 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2022.

Based on Clarity Financial's 13F filing for Q1 2022, filed 18 Apr 2022.