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OneDigital Investment Advisors’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

OneDigital Investment 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
2023
Q4 		– Sell
-2,491
Closed -$234K – 1140
2023
Q3 		$234K Buy
+2,491
New +$242K 0.01% 891
2022
Q2 		– Sell
-2,201
Closed -$203K – 781
2022
Q1 		$203K Buy
2,201
+1
+0% +$91 0.01% 705
2021
Q4 		$208K Buy
+2,200
New +$203K 0.01% 721

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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

OneDigital Investment Advisors's RWK Position: Q4 2023 in Review

OneDigital Investment Advisors sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q4 2023, closing a stake of 2,491 shares — an estimated $234K sold.

OneDigital Investment Advisors first reported a position in RWK in Q4 2021 and held it in 3 quarters. The position peaked at $234K in Q3 2023. 102 funds tracked by Wall St. Rank hold RWK as of Q4 2023.

  • OneDigital Investment Advisors reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q4 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 2,491 Invesco S&P MidCap 400 Revenue ETF shares in Q4 2023, an estimated $234K.
  • OneDigital Investment Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2021 and held it in 3 quarters.
  • OneDigital Investment Advisors's Invesco S&P MidCap 400 Revenue ETF position peaked at $234K in Q3 2023.
  • 102 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q4 2023.

Based on OneDigital Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.