MWM
RWK icon

Maltin Wealth Management’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Maltin Wealth Management’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
2020
Q1 		– Sell
-38,911
Closed -$2.53M – 123
2019
Q4 		$2.53M Buy
+38,911
New +$2.42M 1.63% 20

Other funds holding RWK

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Maltin Wealth Management's RWK Position: Q1 2020 in Review

Maltin Wealth Management sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q1 2020, closing a stake of 38,911 shares — an estimated $2.53M sold.

Maltin Wealth Management first reported a position in RWK in Q4 2019 and held it in 1 quarter. The position peaked at $2.53M in Q4 2019. 51 funds tracked by Wall St. Rank hold RWK as of Q1 2020.

  • Maltin Wealth Management reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q1 2020 after selling out during the quarter.
  • Maltin Wealth Management sold 38,911 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2020, an estimated $2.53M.
  • Maltin Wealth Management first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2019 and held it in 1 quarter.
  • Maltin Wealth Management's Invesco S&P MidCap 400 Revenue ETF position peaked at $2.53M in Q4 2019.
  • 51 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2020.

Based on Maltin Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.