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

Rise 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 Q2	–	Sell	-23	Closed	-$2.12K	–	781
2023 Q1	$2.12K	Hold	23	–	–	﹤0.01%	567
2022 Q4	$2K	Hold	23	–	–	﹤0.01%	568
2022 Q3	$2K	Hold	23	–	–	﹤0.01%	571
2022 Q2	$2K	Sell	23 -10	-30%	-$861	﹤0.01%	580
2022 Q1	$3K	Hold	33	–	–	﹤0.01%	502
2021 Q4	$3.12K	Buy	+33	New	+$3.05K	﹤0.01%	470

Other funds holding RWK

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Rise Advisors's RWK Position: Q2 2023 in Review

Rise Advisors sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2023, closing a stake of 23 shares — an estimated $2.12K sold.

Rise Advisors first reported a position in RWK in Q4 2021 and held it in 6 quarters. The position peaked at $3.12K in Q4 2021. 85 funds tracked by Wall St. Rank hold RWK as of Q2 2023.

Rise Advisors reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q2 2023 after selling out during the quarter.
Rise Advisors sold 23 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2023, an estimated $2.12K.
Rise Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2021 and held it in 6 quarters.
Rise Advisors's Invesco S&P MidCap 400 Revenue ETF position peaked at $3.12K in Q4 2021.
85 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.