Wealthcare Advisory Partners’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Wealthcare Advisory Partners’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	-831	Closed	-$71K	–	1609
2021 Q1	$71K	Buy	+831	New	+$65.7K	0.01%	775
2020 Q2	–	Sell	-1,077	Closed	-$44K	–	1145
2020 Q1	$44K	Buy	1,077 +259	+32%	+$14.6K	0.01%	536
2019 Q4	$53K	Buy	818 +3	+0.4%	+$187	0.01%	533
2019 Q3	$49K	Buy	815 +3	+0.4%	+$176	0.01%	539
2019 Q2	$49K	Buy	812 +2	+0.2%	+$120	0.01%	510
2019 Q1	$48K	Buy	810 +1	+0.1%	+$58	0.01%	477
2018 Q4	$41K	Buy	809 +4	+0.5%	+$228	0.01%	474
2018 Q3	$51K	Buy	805 +2	+0.2%	+$127	0.01%	463
2018 Q2	$49K	Buy	+803	New	+$48.6K	0.01%	469

Other funds holding RWK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthcare Advisory Partners's RWK Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2021, closing a stake of 831 shares — an estimated $71K sold.

Wealthcare Advisory Partners first reported a position in RWK in Q2 2018 and held it in 9 quarters. The position peaked at $71K in Q1 2021. 64 funds tracked by Wall St. Rank hold RWK as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 831 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2021, an estimated $71K.
Wealthcare Advisory Partners first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's Invesco S&P MidCap 400 Revenue ETF position peaked at $71K in Q1 2021.
64 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.