Action Point Financial Planning’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Action Point Financial Planning’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
2026 Q2	$51.5K	Buy	+352	New	+$49.2K	0.01%	804

Other funds holding RWK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Action Point Financial Planning's RWK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2026: 352 shares worth $51.5K. The stake represents 0.01% of the portfolio and ranks #804 among its holdings.

140 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

Action Point Financial Planning held 352 shares of Invesco S&P MidCap 400 Revenue ETF worth $51.5K as of Q2 2026.
Invesco S&P MidCap 400 Revenue ETF was a new Action Point Financial Planning position in Q2 2026.
Invesco S&P MidCap 400 Revenue ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #804 holding.
140 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.