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Ancora Advisors’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Ancora Advisors’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 		$1.28M Sell
8,737
-1,229
-12% -$172K 0.02% 387
2026
Q1 		$1.28M Sell
9,966
-23
-0.2% -$3.04K 0.03% 355
2025
Q4 		$1.26M Sell
9,989
-32
-0.3% -$4.01K 0.03% 363
2025
Q3 		$1.25M Sell
10,021
-67
-0.7% -$8.25K 0.03% 376
2025
Q2 		$1.18M Sell
10,088
-1,121
-10% -$123K 0.02% 374
2025
Q1 		$1.21M Sell
11,209
-1,474
-12% -$171K 0.03% 357
2024
Q4 		$1.47M Sell
12,683
-1,236
-9% -$148K 0.03% 329
2024
Q3 		$1.62M Buy
13,919
+3
+0% +$337 0.04% 307
2024
Q2 		$1.53M Sell
13,916
-583
-4% -$64.8K 0.04% 309
2024
Q1 		$1.67M Buy
14,499
+2,305
+19% +$245K 0.04% 304
2023
Q4 		$1.28M Buy
12,194
+3
+0% +$286 0.03% 340
2023
Q3 		$1.14M Sell
12,191
-24
-0.2% -$2.33K 0.03% 339
2023
Q2 		$1.17M Buy
12,215
+4
+0% +$359 0.03% 328
2023
Q1 		$1.11M Buy
12,211
+2,333
+24% +$215K 0.03% 336
2022
Q4 		$848K Buy
9,878
+2,763
+39% +$235K 0.02% 381
2022
Q3 		$530K Sell
7,115
-1,097
-13% -$91.4K 0.02% 493
2022
Q2 		$643K Buy
8,212
+2,104
+34% +$181K 0.02% 466
2022
Q1 		$563K Buy
6,108
+695
+13% +$63.3K 0.01% 514
2021
Q4 		$512K Buy
+5,413
New +$500K 0.01% 549
2014
Q3 		– Sell
-8,400
Closed -$401K – 488
2014
Q2 		$401K Hold
8,400
– – 0.05% 338
2014
Q1 		$383K Sell
8,400
-1,100
-12% -$48.8K 0.05% 318
2013
Q4 		$424K Buy
+9,500
New +$409K 0.06% 280

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

Ancora Advisors's RWK Position: Q2 2026 in Review

Ancora Advisors reduced its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 12% in Q2 2026, selling an estimated $172K and leaving 8,737 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #387.

Ancora Advisors first reported a position in RWK in Q4 2013 and has held it in 22 quarters since. The position peaked at $1.67M in Q1 2024. 140 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

  • Ancora Advisors held 8,737 shares of Invesco S&P MidCap 400 Revenue ETF worth $1.28M as of Q2 2026.
  • Ancora Advisors sold 1,229 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2026, an estimated $172K.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.02% of Ancora Advisors's portfolio in Q2 2026, its #387 holding.
  • Ancora Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2013 and has held it in 22 quarters since.
  • Ancora Advisors's Invesco S&P MidCap 400 Revenue ETF position peaked at $1.67M in Q1 2024.
  • 140 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.