PPW
RWK icon

Pinnacle Private Wealth’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Pinnacle Private Wealth’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 		$537K Sell
6,855
-550
-7% -$47.4K 0.21% 115
2022
Q1 		$683K Sell
7,405
-1,743
-19% -$159K 0.21% 109
2021
Q4 		$866K Buy
+9,148
New +$845K 0.27% 88

Other funds holding RWK

FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Pinnacle Private Wealth's RWK Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 7.4% in Q2 2022, selling an estimated $47.4K and leaving 6,855 shares worth $537K. The position accounts for 0.21% of the portfolio, ranked #115.

Pinnacle Private Wealth first reported a position in RWK in Q4 2021 and has held it in 3 quarters since. The position peaked at $866K in Q4 2021. 70 funds tracked by Wall St. Rank hold RWK as of Q2 2022.

  • Pinnacle Private Wealth held 6,855 shares of Invesco S&P MidCap 400 Revenue ETF worth $537K as of Q2 2022.
  • Pinnacle Private Wealth sold 550 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2022, an estimated $47.4K.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.21% of Pinnacle Private Wealth's portfolio in Q2 2022, its #115 holding.
  • Pinnacle Private Wealth first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Invesco S&P MidCap 400 Revenue ETF position peaked at $866K in Q4 2021.
  • 70 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.