Klingman & Associates’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Klingman & Associates’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
2025 Q3	$1.62M	Hold
2025 Q2	$1.51M	Hold
2025 Q1	$1.4M	Hold
2024 Q4	$1.51M	Hold
2024 Q3	$1.51M	Hold
2024 Q2	$1.42M	Hold
2024 Q1	$1.49M	Hold
2023 Q4	$1.36M	Hold
2023 Q3	$1.22M	Sell
2023 Q2	$1.32M	Buy
2023 Q1	$1.17M	Hold
2022 Q4	$1.11M	Hold
2022 Q3	$964K	Hold
2022 Q2	$1.01M	Hold
2022 Q1	$1.19M	Hold
2021 Q4	$1.23M	Sell
2021 Q3	$1.17M	Sell
2021 Q2	$1.19M	Hold
2021 Q1	$1.16M	Hold
2020 Q4	$956K	Hold
2020 Q3	$726K	Hold
2020 Q2	$691K	Hold
2020 Q1	$552K	Hold
2019 Q4	$872K	Sell
2019 Q3	$809K	Hold
2019 Q2	$828K	Sell
2019 Q1	$810K	Hold
2018 Q4	$701K	Hold
2018 Q3	$859K	Sell
2018 Q2	$838K	Sell
2018 Q1	$816K	Buy
2017 Q4	$833K	Sell
2017 Q3	$955K	Buy
2017 Q2	$933K	Buy
2017 Q1	$918K	Sell
2016 Q4	$901K	Hold
2016 Q3	$840K	Sell
2016 Q2	$843K	Hold
2016 Q1	$848K	Hold
2015 Q4	$800K	Hold
2015 Q3	$791K	Buy
2015 Q1	–	Sell
2014 Q4	$922K	Buy