U.S. Capital Wealth Advisors’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

U.S. Capital Wealth 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 Q1	–	Sell	-153	Closed	-$13.1K	–	1350
2022 Q4	$13.1K	Buy	+153	New	+$13K	﹤0.01%	1212

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

RJA

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

U.S. Capital Wealth Advisors's RWK Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q1 2023, closing a stake of 153 shares — an estimated $13.1K sold.

U.S. Capital Wealth Advisors first reported a position in RWK in Q4 2022 and held it in 1 quarter. The position peaked at $13.1K in Q4 2022. 80 funds tracked by Wall St. Rank hold RWK as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 153 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2023, an estimated $13.1K.
U.S. Capital Wealth Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Invesco S&P MidCap 400 Revenue ETF position peaked at $13.1K in Q4 2022.
80 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.