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

Safeguard Financial’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
Q3 		– Sell
-800
Closed -$76K – 453
2023
Q2 		$76K Buy
+800
New +$71.8K 0.04% 118

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Safeguard Financial's RWK Position: Q3 2023 in Review

Safeguard Financial sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q3 2023, closing a stake of 800 shares — an estimated $76K sold.

Safeguard Financial first reported a position in RWK in Q2 2023 and held it in 1 quarter. The position peaked at $76K in Q2 2023. 88 funds tracked by Wall St. Rank hold RWK as of Q3 2023.

  • Safeguard Financial reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 800 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2023, an estimated $76K.
  • Safeguard Financial first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Invesco S&P MidCap 400 Revenue ETF position peaked at $76K in Q2 2023.
  • 88 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.