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

Win 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
2022
Q2 		– Sell
-26,497
Closed -$2.44M – 205
2022
Q1 		$2.44M Buy
+26,497
New +$2.41M 0.64% 29

Other funds holding RWK

FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Win Advisors's RWK Position: Q2 2022 in Review

Win Advisors sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2022, closing a stake of 26,497 shares — an estimated $2.44M sold.

Win Advisors first reported a position in RWK in Q1 2022 and held it in 1 quarter. The position peaked at $2.44M in Q1 2022. 70 funds tracked by Wall St. Rank hold RWK as of Q2 2022.

  • Win Advisors reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q2 2022 after selling out during the quarter.
  • Win Advisors sold 26,497 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2022, an estimated $2.44M.
  • Win Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2022 and held it in 1 quarter.
  • Win Advisors's Invesco S&P MidCap 400 Revenue ETF position peaked at $2.44M in Q1 2022.
  • 70 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2022.

Based on Win Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.