Gradient Investments’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Gradient Investments’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	–	Sell	-24	Closed	-$2.63K	–	1067
2024 Q2	$2.63K	Buy	+24	New	+$2.67K	﹤0.01%	945
2023 Q1	–	Sell	-250	Closed	-$21.5K	–	1622
2022 Q4	$21.5K	Hold	250	–	–	﹤0.01%	678
2022 Q3	$19K	Hold	250	–	–	﹤0.01%	679
2022 Q2	$20K	Hold	250	–	–	﹤0.01%	648
2022 Q1	$23K	Hold	250	–	–	﹤0.01%	620
2021 Q4	$24K	Buy	+250	New	+$23.1K	﹤0.01%	623
2014 Q4	–	Sell	-14	Closed	-$1K	–	593
2014 Q3	$1K	Buy	+14	New	+$660	﹤0.01%	455

Other funds holding RWK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Gradient Investments's RWK Position: Q3 2024 in Review

Gradient Investments sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q3 2024, closing a stake of 24 shares — an estimated $2.63K sold.

Gradient Investments first reported a position in RWK in Q3 2014 and held it in 7 quarters. The position peaked at $24K in Q4 2021. 108 funds tracked by Wall St. Rank hold RWK as of Q3 2024.

Gradient Investments reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 24 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2024, an estimated $2.63K.
Gradient Investments first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2014 and held it in 7 quarters.
Gradient Investments's Invesco S&P MidCap 400 Revenue ETF position peaked at $24K in Q4 2021.
108 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.