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AlphaCore Capital’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

AlphaCore Capital’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 		$26.6K Hold
182
– – ﹤0.01% 1345
2026
Q1 		$23.3K Hold
182
– – ﹤0.01% 1066
2025
Q4 		$23K Buy
+182
New +$22.8K ﹤0.01% 1240

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AlphaCore Capital's RWK Position: Q2 2026 in Review

AlphaCore Capital held its Invesco S&P MidCap 400 Revenue ETF (RWK) position steady in Q2 2026 at 182 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

AlphaCore Capital first reported a position in RWK in Q4 2025 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

  • AlphaCore Capital held 182 shares of Invesco S&P MidCap 400 Revenue ETF worth $26.6K as of Q2 2026.
  • AlphaCore Capital left its Invesco S&P MidCap 400 Revenue ETF share count unchanged in Q2 2026.
  • Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1345 holding.
  • AlphaCore Capital first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2025 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.