BC
RWK icon

Bowman & Company’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Bowman & Company’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
Q4 		$305K Sell
2,413
-93
-4% -$11.7K 0.13% 102
2025
Q3 		$313K Buy
2,506
+6
+0.2% +$739 0.13% 98
2025
Q2 		$292K Buy
2,500
+9
+0.4% +$985 0.13% 98
2025
Q1 		$269K Buy
2,491
+1
+0% +$116 0.13% 99
2024
Q4 		$289K Sell
2,490
-22
-0.9% -$2.63K 0.15% 98
2024
Q3 		$292K Buy
2,512
+6
+0.2% +$675 0.15% 92
2024
Q2 		$275K Buy
2,506
+6
+0.2% +$667 0.16% 90
2024
Q1 		$288K Buy
2,500
+7
+0.3% +$745 0.17% 86
2023
Q4 		$262K Sell
2,493
-57
-2% -$5.43K 0.18% 81
2023
Q3 		$239K Buy
2,550
+4
+0.2% +$389 0.19% 79
2023
Q2 		$245K Buy
2,546
+8
+0.3% +$718 0.19% 79
2023
Q1 		$230K Buy
2,538
+7
+0.3% +$645 0.17% 82
2022
Q4 		$217K Sell
2,531
-295
-10% -$25.1K 0.17% 85
2022
Q3 		$210K Sell
2,826
-4
-0.1% -$333 0.19% 74
2022
Q2 		$222K Sell
2,830
-114
-4% -$9.81K 0.19% 75
2022
Q1 		$271K Hold
2,944
– – 0.21% 74
2021
Q4 		$279K Buy
+2,944
New +$272K 0.21% 71

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Bowman & Company's RWK Position: Q4 2025 in Review

Bowman & Company reduced its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 3.7% in Q4 2025, selling an estimated $11.7K and leaving 2,413 shares worth $305K. The position accounts for 0.13% of the portfolio, ranked #102.

Bowman & Company first reported a position in RWK in Q4 2021 and has held it in 17 quarters since. The position peaked at $313K in Q3 2025. 127 funds tracked by Wall St. Rank hold RWK as of Q4 2025.

  • Bowman & Company held 2,413 shares of Invesco S&P MidCap 400 Revenue ETF worth $305K as of Q4 2025.
  • Bowman & Company sold 93 Invesco S&P MidCap 400 Revenue ETF shares in Q4 2025, an estimated $11.7K.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.13% of Bowman & Company's portfolio in Q4 2025, its #102 holding.
  • Bowman & Company first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2021 and has held it in 17 quarters since.
  • Bowman & Company's Invesco S&P MidCap 400 Revenue ETF position peaked at $313K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.