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FinTrust Capital Advisors’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

FinTrust Capital Advisors’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
Q3 		$24.4K Hold
210
– – ﹤0.01% 762
2024
Q2 		$23.1K Hold
210
– – ﹤0.01% 735
2024
Q1 		$24.2K Hold
210
– – ﹤0.01% 703
2023
Q4 		$22.1K Hold
210
– – ﹤0.01% 674
2023
Q3 		$19.7K Buy
+210
New +$20.4K ﹤0.01% 661

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

FinTrust Capital Advisors's RWK Position: Q3 2024 in Review

FinTrust Capital Advisors held its Invesco S&P MidCap 400 Revenue ETF (RWK) position steady in Q3 2024 at 210 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

FinTrust Capital Advisors first reported a position in RWK in Q3 2023 and has held it in 5 quarters since. 108 funds tracked by Wall St. Rank hold RWK as of Q3 2024.

  • FinTrust Capital Advisors held 210 shares of Invesco S&P MidCap 400 Revenue ETF worth $24.4K as of Q3 2024.
  • FinTrust Capital Advisors left its Invesco S&P MidCap 400 Revenue ETF share count unchanged in Q3 2024.
  • Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #762 holding.
  • FinTrust Capital Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2023 and has held it in 5 quarters since.
  • 108 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.