KWAG
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Kiely Wealth Advisory Group’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$3.85K Hold
32
– – ﹤0.01% 265
2024
Q3 		$3.9K Hold
32
– – ﹤0.01% 265
2024
Q2 		$3.5K Hold
32
– – ﹤0.01% 254
2024
Q1 		$3.52K Hold
32
– – ﹤0.01% 231
2023
Q4 		$3.34K Buy
+32
New +$3.05K ﹤0.01% 229

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Kiely Wealth Advisory Group's RWK Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Invesco S&P MidCap 400 Revenue ETF (RWK) position steady in Q4 2024 at 32 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Kiely Wealth Advisory Group first reported a position in RWK in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.9K in Q3 2024. 120 funds tracked by Wall St. Rank hold RWK as of Q4 2024.

  • Kiely Wealth Advisory Group held 32 shares of Invesco S&P MidCap 400 Revenue ETF worth $3.85K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Invesco S&P MidCap 400 Revenue ETF share count unchanged in Q4 2024.
  • Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #265 holding.
  • Kiely Wealth Advisory Group first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Invesco S&P MidCap 400 Revenue ETF position peaked at $3.9K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.