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

Transamerica Financial 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
2024
Q1 		– Sell
-157
Closed -$17K – 677
2023
Q4 		$17K Hold
157
– – ﹤0.01% 313
2023
Q3 		$15K Hold
157
– – ﹤0.01% 313
2023
Q2 		$16K Hold
157
– – ﹤0.01% 296
2023
Q1 		$15K Hold
157
– – ﹤0.01% 311
2022
Q4 		$14K Hold
157
– – ﹤0.01% 309
2022
Q3 		$12K Hold
157
– – ﹤0.01% 314
2022
Q2 		$13K Buy
+157
New +$13.5K ﹤0.01% 310

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return