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Hartline Investment Corp’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Hartline Investment Corp’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
Q4 		– Sell
-5,804
Closed -$432K – 180
2022
Q3 		$432K Buy
+5,804
New +$483K 0.36% 64

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FFW
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Hartline Investment Corp's RWK Position: Q4 2022 in Review

Hartline Investment Corp sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q4 2022, closing a stake of 5,804 shares — an estimated $432K sold.

Hartline Investment Corp first reported a position in RWK in Q3 2022 and held it in 1 quarter. The position peaked at $432K in Q3 2022. 72 funds tracked by Wall St. Rank hold RWK as of Q4 2022.

  • Hartline Investment Corp reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q4 2022 after selling out during the quarter.
  • Hartline Investment Corp sold 5,804 Invesco S&P MidCap 400 Revenue ETF shares in Q4 2022, an estimated $432K.
  • Hartline Investment Corp first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2022 and held it in 1 quarter.
  • Hartline Investment Corp's Invesco S&P MidCap 400 Revenue ETF position peaked at $432K in Q3 2022.
  • 72 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q4 2022.

Based on Hartline Investment Corp's 13F filing for Q4 2022, filed 6 Feb 2023.