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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$811K Buy
6,941
+376
+6% +$41.2K ﹤0.01% 1295
2025
Q1
$708K Buy
6,565
+172
+3% +$20K ﹤0.01% 1297
2024
Q4
$743K Buy
6,393
+743
+13% +$88.7K ﹤0.01% 1200
2024
Q3
$657K Buy
5,650
+373
+7% +$41.9K ﹤0.01% 1243
2024
Q2
$579K Buy
5,277
+174
+3% +$19.3K ﹤0.01% 1275
2024
Q1
$587K Buy
5,103
+559
+12% +$59.5K 0.01% 966
2023
Q4
$477K Buy
+4,544
New +$433K ﹤0.01% 1012

Other funds holding RWK

Avantax Advisory Services's RWK Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 5.7% in Q2 2025, buying an estimated $41.2K and bringing the position to 6,941 shares worth $811K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Avantax Advisory Services first reported a position in RWK in Q4 2023 and has held it in 7 quarters since. 120 funds tracked by Wall St. Rank hold RWK as of Q2 2025.

  • Avantax Advisory Services held 6,941 shares of Invesco S&P MidCap 400 Revenue ETF worth $811K as of Q2 2025.
  • Avantax Advisory Services bought 376 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2025, an estimated $41.2K.
  • Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1295 holding.
  • Avantax Advisory Services first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2023 and has held it in 7 quarters since.
  • 120 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.