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

Sowell Financial Services’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
2021
Q2 		– Sell
-166
Closed -$15K – 2280
2021
Q1 		$15K Buy
+166
New +$13.1K ﹤0.01% 2165

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RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FFW
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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
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Sowell Financial Services's RWK Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2021, closing a stake of 166 shares — an estimated $15K sold.

Sowell Financial Services first reported a position in RWK in Q1 2021 and held it in 1 quarter. The position peaked at $15K in Q1 2021. 64 funds tracked by Wall St. Rank hold RWK as of Q2 2021.

  • Sowell Financial Services reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 166 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2021, an estimated $15K.
  • Sowell Financial Services first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Invesco S&P MidCap 400 Revenue ETF position peaked at $15K in Q1 2021.
  • 64 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.