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

National Wealth Management Group’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
2022
Q2 		– Sell
-3,043
Closed -$280K – 133
2022
Q1 		$280K Buy
+3,043
New +$277K 0.27% 85

Other funds holding RWK

FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

National Wealth Management Group's RWK Position: Q2 2022 in Review

National Wealth Management Group sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2022, closing a stake of 3,043 shares — an estimated $280K sold.

National Wealth Management Group first reported a position in RWK in Q1 2022 and held it in 1 quarter. The position peaked at $280K in Q1 2022. 70 funds tracked by Wall St. Rank hold RWK as of Q2 2022.

  • National Wealth Management Group reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q2 2022 after selling out during the quarter.
  • National Wealth Management Group sold 3,043 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2022, an estimated $280K.
  • National Wealth Management Group first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2022 and held it in 1 quarter.
  • National Wealth Management Group's Invesco S&P MidCap 400 Revenue ETF position peaked at $280K in Q1 2022.
  • 70 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2022.

Based on National Wealth Management Group's 13F filing for Q2 2022, filed 17 Nov 2023.