KB Financial Partners’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

KB Financial Partners’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	-22	Closed	-$2K	–	598
2022 Q3	$2K	Hold	22	–	–	﹤0.01%	531
2022 Q2	$2K	Sell	22 -1,588	-99%	-$137K	﹤0.01%	543
2022 Q1	$148K	Sell	1,610 -2,322	-59%	-$211K	0.04%	194
2021 Q4	$372K	Sell	3,932 -2,384	-38%	-$220K	0.11%	109
2021 Q3	$551K	Sell	6,316 -97	-2%	-$8.61K	0.2%	52
2021 Q2	$568K	Sell	6,413 -11,831	-65%	-$1.06M	0.21%	43
2021 Q1	$1.57M	Buy	+18,244	New	+$1.44M	0.67%	15

Other funds holding RWK

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KB Financial Partners's RWK Position: Q4 2022 in Review

KB Financial Partners sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q4 2022, closing a stake of 22 shares — an estimated $2K sold.

KB Financial Partners first reported a position in RWK in Q1 2021 and held it in 7 quarters. The position peaked at $1.57M in Q1 2021. 72 funds tracked by Wall St. Rank hold RWK as of Q4 2022.

KB Financial Partners reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q4 2022 after selling out during the quarter.
KB Financial Partners sold 22 Invesco S&P MidCap 400 Revenue ETF shares in Q4 2022, an estimated $2K.
KB Financial Partners first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2021 and held it in 7 quarters.
KB Financial Partners's Invesco S&P MidCap 400 Revenue ETF position peaked at $1.57M in Q1 2021.
72 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q4 2022.

Based on KB Financial Partners's 13F filing for Q4 2022, filed 21 Feb 2023.