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Laurel Wealth Advisors (North Carolina)’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2023
Q4 		– Sell
-93
Closed -$8.73K – 589
2023
Q3 		$8.73K Hold
93
– – ﹤0.01% 415
2023
Q2 		$8.94K Hold
93
– – ﹤0.01% 414
2023
Q1 		$8.43K Buy
+93
New +$8.56K ﹤0.01% 418

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
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s RWK Position: Q4 2023 in Review

Laurel Wealth Advisors (North Carolina) sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q4 2023, closing a stake of 93 shares — an estimated $8.73K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in RWK in Q1 2023 and held it in 3 quarters. The position peaked at $8.94K in Q2 2023. 102 funds tracked by Wall St. Rank hold RWK as of Q4 2023.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q4 2023 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 93 Invesco S&P MidCap 400 Revenue ETF shares in Q4 2023, an estimated $8.73K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2023 and held it in 3 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Invesco S&P MidCap 400 Revenue ETF position peaked at $8.94K in Q2 2023.
  • 102 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q4 2023.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2023, filed 13 Feb 2024.