Ameritas Advisory Services’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-310	Closed	-$38.8K	–	1892
2025 Q3	$38.8K	Buy	310 +1	+0.3%	+$123	﹤0.01%	1177
2025 Q2	$36.2K	Buy	+309	New	+$33.8K	﹤0.01%	1456

Other funds holding RWK

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

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

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

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

FFW

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Ameritas Advisory Services's RWK Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q4 2025, closing a stake of 310 shares — an estimated $38.8K sold.

Ameritas Advisory Services first reported a position in RWK in Q2 2025 and held it in 2 quarters. The position peaked at $38.8K in Q3 2025. 128 funds tracked by Wall St. Rank hold RWK as of Q4 2025.

Ameritas Advisory Services reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 310 Invesco S&P MidCap 400 Revenue ETF shares in Q4 2025, an estimated $38.8K.
Ameritas Advisory Services first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2025 and held it in 2 quarters.
Ameritas Advisory Services's Invesco S&P MidCap 400 Revenue ETF position peaked at $38.8K in Q3 2025.
128 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.