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

Aveo Capital Partners’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 Q2	–	Sell	-29,185	Closed	-$3.16M	–	124
2025 Q1	$3.16M	Buy	29,185 +3,876	+15%	+$450K	0.53%	42
2024 Q4	$2.94M	Sell	25,309 -1,936	-7%	-$231K	0.32%	76
2024 Q3	$3.17M	Buy	27,245 +1,820	+7%	+$205K	0.34%	77
2024 Q2	$2.79M	Buy	25,425 +492	+2%	+$54.7K	0.32%	79
2024 Q1	$2.74M	Sell	24,933 -9,225	-27%	-$982K	0.3%	86
2023 Q4	$3.59M	Sell	34,158 -1,285	-4%	-$122K	0.43%	71
2023 Q3	$3.33M	Buy	35,443 +142	+0.4%	+$13.8K	0.44%	71
2023 Q2	$3.39M	Buy	+35,301	New	+$3.17M	0.43%	73

Other funds holding RWK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Aveo Capital Partners's RWK Position: Q2 2025 in Review

Aveo Capital Partners sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2025, closing a stake of 29,185 shares — an estimated $3.16M sold.

Aveo Capital Partners first reported a position in RWK in Q2 2023 and held it in 8 quarters. The position peaked at $3.59M in Q4 2023. 120 funds tracked by Wall St. Rank hold RWK as of Q2 2025.

Aveo Capital Partners reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 29,185 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2025, an estimated $3.16M.
Aveo Capital Partners first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2023 and held it in 8 quarters.
Aveo Capital Partners's Invesco S&P MidCap 400 Revenue ETF position peaked at $3.59M in Q4 2023.
120 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.