NNP
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Nachman Norwood & Parrott’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Nachman Norwood & Parrott’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
Q4 		– Sell
-347
Closed -$19K – 877
2020
Q3 		$19K Buy
+347
New +$18.9K ﹤0.01% 637

Other funds holding RWK

FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Nachman Norwood & Parrott's RWK Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q4 2020, closing a stake of 347 shares — an estimated $19K sold.

Nachman Norwood & Parrott first reported a position in RWK in Q3 2020 and held it in 1 quarter. The position peaked at $19K in Q3 2020. 59 funds tracked by Wall St. Rank hold RWK as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 347 Invesco S&P MidCap 400 Revenue ETF shares in Q4 2020, an estimated $19K.
  • Nachman Norwood & Parrott first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's Invesco S&P MidCap 400 Revenue ETF position peaked at $19K in Q3 2020.
  • 59 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.