BFW
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Brady Family Wealth’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Brady Family Wealth’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
Q1 		– Sell
-1,928
Closed -$224K – 116
2024
Q4 		$224K Sell
1,928
-217
-10% -$25.9K 0.07% 111
2024
Q3 		$250K Hold
2,145
– – 0.07% 110
2024
Q2 		$235K Hold
2,145
– – 0.08% 106
2024
Q1 		$247K Hold
2,145
– – 0.08% 109
2023
Q4 		$225K Hold
2,145
– – 0.08% 110
2023
Q3 		$201K Hold
2,145
– – 0.08% 110
2023
Q2 		$206K Buy
+2,145
New +$192K 0.08% 111

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Brady Family Wealth's RWK Position: Q1 2025 in Review

Brady Family Wealth sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q1 2025, closing a stake of 1,928 shares — an estimated $224K sold.

Brady Family Wealth first reported a position in RWK in Q2 2023 and held it in 7 quarters. The position peaked at $250K in Q3 2024. 117 funds tracked by Wall St. Rank hold RWK as of Q1 2025.

  • Brady Family Wealth reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q1 2025 after selling out during the quarter.
  • Brady Family Wealth sold 1,928 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2025, an estimated $224K.
  • Brady Family Wealth first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2023 and held it in 7 quarters.
  • Brady Family Wealth's Invesco S&P MidCap 400 Revenue ETF position peaked at $250K in Q3 2024.
  • 117 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2025.

Based on Brady Family Wealth's 13F filing for Q1 2025, filed 21 Apr 2025.