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Empirical Asset Management’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Empirical Asset Management’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
Q4 		– Sell
-1,797
Closed -$209K – 460
2024
Q3 		$209K Buy
+1,797
New +$202K 0.07% 265
2024
Q2 		– Sell
-1,787
Closed -$206K – 383
2024
Q1 		$206K Buy
+1,787
New +$190K 0.1% 254

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Empirical Asset Management's RWK Position: Q4 2024 in Review

Empirical Asset Management sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q4 2024, closing a stake of 1,797 shares — an estimated $209K sold.

Empirical Asset Management first reported a position in RWK in Q1 2024 and held it in 2 quarters. The position peaked at $209K in Q3 2024. 120 funds tracked by Wall St. Rank hold RWK as of Q4 2024.

  • Empirical Asset Management reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q4 2024 after selling out during the quarter.
  • Empirical Asset Management sold 1,797 Invesco S&P MidCap 400 Revenue ETF shares in Q4 2024, an estimated $209K.
  • Empirical Asset Management first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2024 and held it in 2 quarters.
  • Empirical Asset Management's Invesco S&P MidCap 400 Revenue ETF position peaked at $209K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q4 2024.

Based on Empirical Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.