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Founders Financial Securities’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Founders Financial Securities’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
Q2 		– Sell
-8,776
Closed -$1.01M – 436
2024
Q1 		$1.01M Sell
8,776
-620
-7% -$66K 0.11% 162
2023
Q4 		$987K Sell
9,396
-4,209
-31% -$401K 0.11% 165
2023
Q3 		$1.28M Buy
13,605
+3,203
+31% +$311K 0.17% 113
2023
Q2 		$999K Buy
+10,402
New +$933K 0.13% 140

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
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Founders Financial Securities's RWK Position: Q2 2024 in Review

Founders Financial Securities sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2024, closing a stake of 8,776 shares — an estimated $1.01M sold.

Founders Financial Securities first reported a position in RWK in Q2 2023 and held it in 4 quarters. The position peaked at $1.28M in Q3 2023. 105 funds tracked by Wall St. Rank hold RWK as of Q2 2024.

  • Founders Financial Securities reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q2 2024 after selling out during the quarter.
  • Founders Financial Securities sold 8,776 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2024, an estimated $1.01M.
  • Founders Financial Securities first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2023 and held it in 4 quarters.
  • Founders Financial Securities's Invesco S&P MidCap 400 Revenue ETF position peaked at $1.28M in Q3 2023.
  • 105 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2024.

Based on Founders Financial Securities's 13F filing for Q2 2024, filed 2 Aug 2024.