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

Foresight Capital Management 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
2025
Q1 		– Sell
-26,247
Closed -$3.05M – 93
2024
Q4 		$3.05M Sell
26,247
-1,145
-4% -$137K 1.78% 24
2024
Q3 		$3.19M Buy
27,392
+11,665
+74% +$1.31M 1.89% 19
2024
Q2 		$1.73M Buy
15,727
+5,338
+51% +$594K 1.17% 34
2024
Q1 		$1.2M Buy
+10,389
New +$1.11M 0.91% 39

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 $412M AUM 20.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Foresight Capital Management Advisors's RWK Position: Q1 2025 in Review

Foresight Capital Management Advisors sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q1 2025, closing a stake of 26,247 shares — an estimated $3.05M sold.

Foresight Capital Management Advisors first reported a position in RWK in Q1 2024 and held it in 4 quarters. The position peaked at $3.19M in Q3 2024. 117 funds tracked by Wall St. Rank hold RWK as of Q1 2025.

  • Foresight Capital Management Advisors reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q1 2025 after selling out during the quarter.
  • Foresight Capital Management Advisors sold 26,247 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2025, an estimated $3.05M.
  • Foresight Capital Management Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2024 and held it in 4 quarters.
  • Foresight Capital Management Advisors's Invesco S&P MidCap 400 Revenue ETF position peaked at $3.19M in Q3 2024.
  • 117 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2025.

Based on Foresight Capital Management Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.