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Briaud Financial Planning’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-51
Closed -$5K – 276
2025
Q2 		$5K Buy
+51
New +$5.58K ﹤0.01% 285

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Briaud Financial Planning's RWK Position: Q3 2025 in Review

Briaud Financial Planning sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q3 2025, closing a stake of 51 shares — an estimated $5K sold.

Briaud Financial Planning first reported a position in RWK in Q2 2025 and held it in 1 quarter. The position peaked at $5K in Q2 2025. 117 funds tracked by Wall St. Rank hold RWK as of Q3 2025.

  • Briaud Financial Planning reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 51 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2025, an estimated $5K.
  • Briaud Financial Planning first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Invesco S&P MidCap 400 Revenue ETF position peaked at $5K in Q2 2025.
  • 117 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.