Creative Planning
RWK icon

Creative Planning’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Creative Planning’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
2023
Q4 		– Sell
-350
Closed -$32.8K – 3040
2023
Q3 		$32.8K Buy
+350
New +$34K ﹤0.01% 2533
2017
Q1 		– Sell
-201
Closed -$11K – 4870
2016
Q4 		$11K Buy
+201
New +$10.4K ﹤0.01% 3499
2016
Q2 		– Sell
-37
Closed -$2K – 4489
2016
Q1 		$2K Buy
+37
New +$1.61K ﹤0.01% 3983
2014
Q1 		– Sell
-600
Closed -$27K – 3734
2013
Q4 		$27K Buy
+600
New +$25.8K ﹤0.01% 2014

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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Creative Planning's RWK Position: Q4 2023 in Review

Creative Planning sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q4 2023, closing a stake of 350 shares — an estimated $32.8K sold.

Creative Planning first reported a position in RWK in Q4 2013 and held it in 4 quarters. The position peaked at $32.8K in Q3 2023. 102 funds tracked by Wall St. Rank hold RWK as of Q4 2023.

  • Creative Planning reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 350 Invesco S&P MidCap 400 Revenue ETF shares in Q4 2023, an estimated $32.8K.
  • Creative Planning first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2013 and held it in 4 quarters.
  • Creative Planning's Invesco S&P MidCap 400 Revenue ETF position peaked at $32.8K in Q3 2023.
  • 102 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.