IAM Advisory’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

IAM Advisory’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 Q2	–	Sell	-2,809	Closed	-$259K	–	87
2022 Q1	$259K	Sell	2,809 -222	-7%	-$20.2K	0.11%	66
2021 Q4	$283K	Buy	3,031 +148	+5%	+$13.7K	0.11%	64
2021 Q3	$255K	Buy	+2,883	New	+$256K	0.11%	64

Other funds holding RWK

FFW

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RCA

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

IAM Advisory's RWK Position: Q2 2022 in Review

IAM Advisory sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2022, closing a stake of 2,809 shares — an estimated $259K sold.

IAM Advisory first reported a position in RWK in Q3 2021 and held it in 3 quarters. The position peaked at $283K in Q4 2021. 70 funds tracked by Wall St. Rank hold RWK as of Q2 2022.

IAM Advisory reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q2 2022 after selling out during the quarter.
IAM Advisory sold 2,809 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2022, an estimated $259K.
IAM Advisory first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2021 and held it in 3 quarters.
IAM Advisory's Invesco S&P MidCap 400 Revenue ETF position peaked at $283K in Q4 2021.
70 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2022.

Based on IAM Advisory's 13F filing for Q2 2022, filed 12 Jul 2022.