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

CMC Financial Group’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
2019
Q2 		– Sell
-18,775
Closed -$1.11M – 52
2019
Q1 		$1.11M Buy
+18,775
New +$1.09M 1.03% 17

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CMC Financial Group's RWK Position: Q2 2019 in Review

CMC Financial Group sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2019, closing a stake of 18,775 shares — an estimated $1.11M sold.

CMC Financial Group first reported a position in RWK in Q1 2019 and held it in 1 quarter. The position peaked at $1.11M in Q1 2019. 55 funds tracked by Wall St. Rank hold RWK as of Q2 2019.

  • CMC Financial Group reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q2 2019 after selling out during the quarter.
  • CMC Financial Group sold 18,775 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2019, an estimated $1.11M.
  • CMC Financial Group first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2019 and held it in 1 quarter.
  • CMC Financial Group's Invesco S&P MidCap 400 Revenue ETF position peaked at $1.11M in Q1 2019.
  • 55 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2019.

Based on CMC Financial Group's 13F filing for Q2 2019, filed 12 Aug 2019.