Balboa Wealth Partners’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Balboa Wealth 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
2026 Q2	$225K	Buy	+1,541	New	+$215K	0.03%	410
2023 Q2	–	Sell	-2,282	Closed	-$207K	–	334
2023 Q1	$207K	Sell	2,282 -5,118	-69%	-$471K	0.08%	224
2022 Q4	$635K	Buy	+7,400	New	+$629K	0.29%	86

Other funds holding RWK

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

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Balboa Wealth Partners's RWK Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2026: 1,541 shares worth $225K. The stake represents 0.03% of the portfolio and ranks #410 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in RWK as recently as Q1 2023.

Balboa Wealth Partners first reported a position in RWK in Q4 2022 and has held it in 3 quarters since. The position peaked at $635K in Q4 2022. 141 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

Balboa Wealth Partners held 1,541 shares of Invesco S&P MidCap 400 Revenue ETF worth $225K as of Q2 2026.
Invesco S&P MidCap 400 Revenue ETF was a new Balboa Wealth Partners position in Q2 2026.
Invesco S&P MidCap 400 Revenue ETF made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #410 holding.
Balboa Wealth Partners first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2022 and has held it in 3 quarters since.
Balboa Wealth Partners's Invesco S&P MidCap 400 Revenue ETF position peaked at $635K in Q4 2022.
141 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.