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GYL Financial Synergies’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

GYL Financial Synergies’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
2022
Q1 		– Sell
-2,429
Closed -$230K – 218
2021
Q4 		$230K Buy
+2,429
New +$224K 0.06% 188

Other funds holding RWK

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GYL Financial Synergies's RWK Position: Q1 2022 in Review

GYL Financial Synergies sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q1 2022, closing a stake of 2,429 shares — an estimated $230K sold.

GYL Financial Synergies first reported a position in RWK in Q4 2021 and held it in 1 quarter. The position peaked at $230K in Q4 2021. 78 funds tracked by Wall St. Rank hold RWK as of Q1 2022.

  • GYL Financial Synergies reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q1 2022 after selling out during the quarter.
  • GYL Financial Synergies sold 2,429 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2022, an estimated $230K.
  • GYL Financial Synergies first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2021 and held it in 1 quarter.
  • GYL Financial Synergies's Invesco S&P MidCap 400 Revenue ETF position peaked at $230K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2022.

Based on GYL Financial Synergies's 13F filing for Q1 2022, filed 5 May 2022.