TD Ameritrade Investment Management’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

TD Ameritrade Investment 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
2023 Q3	–	Sell	-2,025	Closed	-$195K	–	385
2023 Q2	$195K	Sell	2,025 -494	-20%	-$44.3K	﹤0.01%	169
2023 Q1	$228K	Sell	2,519 -492	-16%	-$45.3K	﹤0.01%	170
2022 Q4	$259K	Sell	3,011 -1,445	-32%	-$123K	﹤0.01%	178
2022 Q3	$332K	Sell	4,456 -753	-14%	-$62.7K	﹤0.01%	165
2022 Q2	$408K	Sell	5,209 -753	-13%	-$64.8K	﹤0.01%	172
2022 Q1	$550K	Sell	5,962 -443	-7%	-$40.3K	﹤0.01%	178
2021 Q4	$606K	Sell	6,405 -2,478	-28%	-$229K	﹤0.01%	167
2021 Q3	$480K	Buy	8,883 +2,040	+30%	+$181K	﹤0.01%	159
2021 Q2	$606K	Sell	6,843 -1,192	-15%	-$107K	﹤0.01%	153
2021 Q1	$572K	Hold	8,035	–	–	﹤0.01%	142
2020 Q4	$572K	Sell	8,035 -848	-10%	-$54.2K	﹤0.01%	142
2020 Q3	$480K	Sell	8,883 -997	-10%	-$54.4K	﹤0.01%	159
2020 Q2	$508K	Sell	9,880 -15,290	-61%	-$736K	﹤0.01%	159
2020 Q1	$1.03M	Buy	25,170 +25,141	+86,693%	+$1.42M	0.01%	115
2019 Q4	$2K	Buy	29 +3	+12%	+$187	﹤0.01%	582
2019 Q3	$2K	Hold	26	–	–	﹤0.01%	602
2019 Q2	$2K	Hold	26	–	–	﹤0.01%	578
2019 Q1	$2K	Hold	26	–	–	﹤0.01%	525
2018 Q4	$1K	Hold	26	–	–	﹤0.01%	563
2018 Q3	$2K	Buy	+26	New	+$1.65K	﹤0.01%	501

Other funds holding RWK

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Ameritrade Investment Management's RWK Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q3 2023, closing a stake of 2,025 shares — an estimated $195K sold.

TD Ameritrade Investment Management first reported a position in RWK in Q3 2018 and held it in 20 quarters. The position peaked at $1.03M in Q1 2020. 88 funds tracked by Wall St. Rank hold RWK as of Q3 2023.

TD Ameritrade Investment Management reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 2,025 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2023, an estimated $195K.
TD Ameritrade Investment Management first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2018 and held it in 20 quarters.
TD Ameritrade Investment Management's Invesco S&P MidCap 400 Revenue ETF position peaked at $1.03M in Q1 2020.
88 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.