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Bleakley Financial Group’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Bleakley Financial Group’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 		$31.2M Buy
213,037
+7,614
+4% +$1.06M 0.4% 53
2026
Q1 		$26.3M Buy
205,423
+185,169
+914% +$24.4M 0.41% 52
2025
Q4 		$2.56M Buy
+20,254
New +$2.54M 0.04% 310

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Bleakley Financial Group's RWK Position: Q2 2026 in Review

Bleakley Financial Group increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 3.7% in Q2 2026, buying an estimated $1.06M and bringing the position to 213,037 shares worth $31.2M. The position accounts for 0.4% of the portfolio, ranked #53.

Bleakley Financial Group first reported a position in RWK in Q4 2025 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

  • Bleakley Financial Group held 213,037 shares of Invesco S&P MidCap 400 Revenue ETF worth $31.2M as of Q2 2026.
  • Bleakley Financial Group bought 7,614 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2026, an estimated $1.06M.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.4% of Bleakley Financial Group's portfolio in Q2 2026, its #53 holding.
  • Bleakley Financial Group first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2025 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.