AF
RWK icon

Allworth Financial’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Allworth Financial’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 		$218K Buy
1,701
+1
+0.1% +$132 ﹤0.01% 1347
2025
Q4 		$215K Buy
1,700
+1
+0.1% +$125 ﹤0.01% 1313
2025
Q3 		$212K Buy
1,699
+454
+36% +$55.9K ﹤0.01% 1269
2025
Q2 		$146K Hold
1,245
– – ﹤0.01% 1333
2025
Q1 		$131K Hold
1,245
– – ﹤0.01% 1108
2024
Q4 		$153K Hold
1,245
– – ﹤0.01% 1060
2024
Q3 		$145K Hold
1,245
– – ﹤0.01% 920
2024
Q2 		$140K Hold
1,245
– – ﹤0.01% 939
2024
Q1 		$143K Buy
+1,245
New +$132K ﹤0.01% 891

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 $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $501B 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