AWM
RWK icon

AE Wealth Management’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

AE Wealth Management’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
Q1 		$4.36K Buy
+34
New +$4.49K ﹤0.01% 2397
2025
Q4 		– Sell
-49
Closed -$6.13K – 2546
2025
Q3 		$6.13K Sell
49
-22
-31% -$2.71K ﹤0.01% 2045
2025
Q2 		$8.3K Buy
71
+41
+137% +$4.49K ﹤0.01% 1902
2025
Q1 		$3.24K Buy
30
+6
+25% +$697 ﹤0.01% 1984
2024
Q4 		$2.79K Buy
+24
New +$2.87K ﹤0.01% 1977

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return