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Northwest Financial Advisors’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Northwest Financial 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
Q4 		– Sell
-298
Closed -$34.6K – 452
2024
Q3 		$34.6K Buy
+298
New +$33.5K 0.03% 263
2024
Q1 		– Sell
-295
Closed -$31K – 430
2023
Q4 		$31K Buy
+295
New +$28.1K 0.03% 261

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Northwest Financial Advisors's RWK Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q4 2024, closing a stake of 298 shares — an estimated $34.6K sold.

Northwest Financial Advisors first reported a position in RWK in Q4 2023 and held it in 2 quarters. The position peaked at $34.6K in Q3 2024. 120 funds tracked by Wall St. Rank hold RWK as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 298 Invesco S&P MidCap 400 Revenue ETF shares in Q4 2024, an estimated $34.6K.
  • Northwest Financial Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Invesco S&P MidCap 400 Revenue ETF position peaked at $34.6K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.