Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$2.14M Buy
16,703
+3,406
+26% +$450K 0.01% 1540
2025
Q4 		$1.68M Buy
13,297
+124
+0.9% +$15.5K ﹤0.01% 1687
2025
Q3 		$1.65M Buy
13,173
+3,957
+43% +$487K ﹤0.01% 1653
2025
Q2 		$1.08M Sell
9,216
-929
-9% -$102K ﹤0.01% 1885
2025
Q1 		$1.09M Buy
10,145
+1,871
+23% +$217K ﹤0.01% 1789
2024
Q4 		$962K Sell
8,274
-289
-3% -$34.5K ﹤0.01% 1911
2024
Q3 		$996K Sell
8,563
-1,580
-16% -$178K ﹤0.01% 1854
2024
Q2 		$1.11M Sell
10,143
-2,035
-17% -$226K ﹤0.01% 1689
2024
Q1 		$1.4M Buy
12,178
+1,992
+20% +$212K 0.01% 1499
2023
Q4 		$1.07M Sell
10,186
-1,620
-14% -$154K ﹤0.01% 1606
2023
Q3 		$1.11M Buy
11,806
+693
+6% +$67.3K 0.01% 1508
2023
Q2 		$1.07M Buy
11,113
+780
+8% +$70K ﹤0.01% 1568
2023
Q1 		$936K Buy
10,333
+3,706
+56% +$341K ﹤0.01% 1616
2022
Q4 		$569K Buy
6,627
+3,060
+86% +$260K ﹤0.01% 1913
2022
Q3 		$265K Buy
3,567
+115
+3% +$9.58K ﹤0.01% 2469
2022
Q2 		$270K Sell
3,452
-915
-21% -$78.8K ﹤0.01% 2476
2022
Q1 		$403K Sell
4,367
-2,784
-39% -$253K ﹤0.01% 2286
2021
Q4 		$677K Sell
7,151
-4,064
-36% -$375K ﹤0.01% 1862
2021
Q3 		$978K Sell
11,215
-22,457
-67% -$1.99M ﹤0.01% 1547
2021
Q2 		$2.98M Sell
33,672
-20,843
-38% -$1.87M 0.01% 900
2021
Q1 		$4.69M Buy
+54,515
New +$4.31M 0.03% 588
2020
Q1 		– Sell
-4,125
Closed -$268K – 2445
2019
Q4 		$268K Buy
4,125
+250
+6% +$15.6K ﹤0.01% 1983
2019
Q3 		$231K Buy
+3,875
New +$227K ﹤0.01% 2018
2019
Q2 		– Sell
-5,747
Closed -$341K – 2325
2019
Q1 		$341K Buy
5,747
+45
+0.8% +$2.61K ﹤0.01% 1732
2018
Q4 		$292K Sell
5,702
-33
-0.6% -$1.88K ﹤0.01% 1690
2018
Q3 		$360K Sell
5,735
-899
-14% -$56.9K ﹤0.01% 1666
2018
Q2 		$405K Sell
6,634
-248
-4% -$15K ﹤0.01% 1529
2018
Q1 		$406K Sell
6,882
-1,162
-14% -$70.6K ﹤0.01% 1458
2017
Q4 		$488K Buy
8,044
+381
+5% +$22.4K 0.01% 1338
2017
Q3 		$442K Buy
7,663
+466
+6% +$26.1K 0.01% 1311
2017
Q2 		$405K Buy
7,197
+65
+0.9% +$3.6K 0.01% 1321
2017
Q1 		$396K Buy
7,132
+1,915
+37% +$106K 0.01% 1199
2016
Q4 		$282K Buy
5,217
+383
+8% +$19.9K 0.01% 1309
2016
Q3 		$244K Buy
+4,834
New +$241K ﹤0.01% 1426
2016
Q1 		– Sell
-20,615
Closed -$934K – 1650
2015
Q4 		$934K Sell
20,615
-2,144
-9% -$100K 0.02% 578
2015
Q3 		$1.02M Sell
22,759
-14,537
-39% -$693K 0.03% 472
2015
Q2 		$1.84M Sell
37,296
-343
-0.9% -$17.4K 0.05% 334
2015
Q1 		$1.91M Sell
37,639
-4,026
-10% -$197K 0.05% 327
2014
Q4 		$2.02M Sell
41,665
-1,844
-4% -$85.8K 0.06% 295
2014
Q3 		$1.99M Buy
43,509
+3,573
+9% +$168K 0.06% 319
2014
Q2 		$1.91M Buy
39,936
+4,801
+14% +$220K 0.07% 285
2014
Q1 		$1.6M Buy
35,135
+12,269
+54% +$545K 0.06% 310
2013
Q4 		$1.02M Buy
22,866
+1,294
+6% +$55.7K 0.04% 389
2013
Q3 		$894K Buy
21,572
+5,644
+35% +$228K 0.04% 398
2013
Q2 		$609K Buy
+15,928
New +$601K 0.03% 462

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors's RWK Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 26% in Q1 2026, buying an estimated $450K and bringing the position to 16,703 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #1540.

Cambridge Investment Research Advisors first reported a position in RWK in Q2 2013 and has held it in 45 quarters since. The position peaked at $4.69M in Q1 2021. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

  • Cambridge Investment Research Advisors held 16,703 shares of Invesco S&P MidCap 400 Revenue ETF worth $2.14M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 3,406 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2026, an estimated $450K.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1540 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2013 and has held it in 45 quarters since.
  • Cambridge Investment Research Advisors's Invesco S&P MidCap 400 Revenue ETF position peaked at $4.69M in Q1 2021.
  • 138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.