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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
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

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
IAG
Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BAM Wealth Management's RWK Position: Q2 2026 in Review

BAM Wealth Management increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 0.96% in Q2 2026, buying an estimated $4.47K and bringing the position to 3,371 shares worth $493K. The position accounts for 0.31% of the portfolio, ranked #84.

BAM Wealth Management first reported a position in RWK in Q1 2026 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

  • BAM Wealth Management held 3,371 shares of Invesco S&P MidCap 400 Revenue ETF worth $493K as of Q2 2026.
  • BAM Wealth Management bought 32 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2026, an estimated $4.47K.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.31% of BAM Wealth Management's portfolio in Q2 2026, its #84 holding.
  • BAM Wealth Management first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2026 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.