BAM Wealth Management’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

BAM Wealth Management’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 Q3	$471K	Buy	3,403 +32	+0.9%	+$4.71K	0.25%	106
2026 Q2	$493K	Buy	3,371 +32	+1%	+$4.47K	0.31%	84
2026 Q1	$428K	Buy	+3,339	New	+$441K	0.32%	80

Other funds holding RWK

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Ipsen Advisor Group Little Rock, Arkansas $147M AUM 12.08% 1-Year Est. Return

BAM Wealth Management's RWK Position: Q3 2026 in Review

BAM Wealth Management increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 0.95% in Q3 2026, buying an estimated $4.71K and bringing the position to 3,403 shares worth $471K. The position accounts for 0.25% of the portfolio, ranked #106.

BAM Wealth Management first reported a position in RWK in Q1 2026 and has held it in 3 quarters since. The position peaked at $493K in Q2 2026. 86 funds tracked by Wall St. Rank hold RWK as of Q3 2026.

BAM Wealth Management held 3,403 shares of Invesco S&P MidCap 400 Revenue ETF worth $471K as of Q3 2026.
BAM Wealth Management bought 32 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2026, an estimated $4.71K.
Invesco S&P MidCap 400 Revenue ETF made up 0.25% of BAM Wealth Management's portfolio in Q3 2026, its #106 holding.
BAM Wealth Management first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2026 and has held it in 3 quarters since.
BAM Wealth Management's Invesco S&P MidCap 400 Revenue ETF position peaked at $493K in Q2 2026.
86 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.