Mercer Global Advisors
RWK icon

Mercer Global Advisors’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Mercer Global Advisors’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
Q3 		– Sell
-2,338
Closed -$257K – 2038
2024
Q2 		$257K Buy
+2,338
New +$260K ﹤0.01% 1660

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Mercer Global Advisors's RWK Position: Q3 2024 in Review

Mercer Global Advisors sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q3 2024, closing a stake of 2,338 shares — an estimated $257K sold.

Mercer Global Advisors first reported a position in RWK in Q2 2024 and held it in 1 quarter. The position peaked at $257K in Q2 2024. 108 funds tracked by Wall St. Rank hold RWK as of Q3 2024.

  • Mercer Global Advisors reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q3 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 2,338 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2024, an estimated $257K.
  • Mercer Global Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2024 and held it in 1 quarter.
  • Mercer Global Advisors's Invesco S&P MidCap 400 Revenue ETF position peaked at $257K in Q2 2024.
  • 108 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2024.

Based on Mercer Global Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.