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

Comprehensive 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
2026 Q1	–	Sell	-39	Closed	-$4.93K	–	435
2025 Q4	$4.93K	Buy	+39	New	+$4.89K	﹤0.01%	311

Other funds holding RWK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Comprehensive Financial Planning's RWK Position: Q1 2026 in Review

Comprehensive Financial Planning sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q1 2026, closing a stake of 39 shares — an estimated $4.93K sold.

Comprehensive Financial Planning first reported a position in RWK in Q4 2025 and held it in 1 quarter. The position peaked at $4.93K in Q4 2025. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

Comprehensive Financial Planning reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q1 2026 after selling out during the quarter.
Comprehensive Financial Planning sold 39 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2026, an estimated $4.93K.
Comprehensive Financial Planning first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2025 and held it in 1 quarter.
Comprehensive Financial Planning's Invesco S&P MidCap 400 Revenue ETF position peaked at $4.93K in Q4 2025.
138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.