PCM
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Parsons Capital Management’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Parsons Capital Management’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
2026
Q1 		$279K Hold
2,175
– – 0.01% 428
2025
Q4 		$275K Hold
2,175
– – 0.02% 411
2025
Q3 		$272K Hold
2,175
– – 0.02% 409
2025
Q2 		$254K Hold
2,175
– – 0.02% 401
2025
Q1 		$235K Hold
2,175
– – 0.01% 403
2024
Q4 		$253K Hold
2,175
– – 0.01% 400
2024
Q3 		$253K Hold
2,175
– – 0.02% 400
2024
Q2 		$239K Hold
2,175
– – 0.02% 407
2024
Q1 		$250K Hold
2,175
– – 0.02% 401
2023
Q4 		$228K Hold
2,175
– – 0.02% 402
2023
Q3 		$204K Hold
2,175
– – 0.02% 407
2023
Q2 		$209K Buy
+2,175
New +$195K 0.02% 413
2022
Q2 		– Sell
-2,175
Closed -$200K – 431
2022
Q1 		$200K Hold
2,175
– – 0.02% 414
2021
Q4 		$206K Buy
+2,175
New +$201K 0.01% 420

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 $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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 $501B AUM 22.01% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return