Engrave Wealth Partners’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Engrave Wealth Partners’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
2020 Q3	–	Sell	-600	Closed	-$30K	–	352
2020 Q2	$30K	Hold	600	–	–	0.03%	148
2020 Q1	$24K	Hold	600	–	–	0.03%	145
2019 Q4	$38K	Buy	+600	New	+$37.3K	0.04%	154

Other funds holding RWK

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Engrave Wealth Partners's RWK Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q3 2020, closing a stake of 600 shares — an estimated $30K sold.

Engrave Wealth Partners first reported a position in RWK in Q4 2019 and held it in 3 quarters. The position peaked at $38K in Q4 2019. 47 funds tracked by Wall St. Rank hold RWK as of Q3 2020.

Engrave Wealth Partners reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 600 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2020, an estimated $30K.
Engrave Wealth Partners first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2019 and held it in 3 quarters.
Engrave Wealth Partners's Invesco S&P MidCap 400 Revenue ETF position peaked at $38K in Q4 2019.
47 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.