Copia Wealth Management’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Copia Wealth Management’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	$38.4K	Hold	299	–	–	0.03%	219
2025 Q4	$37.8K	Hold	299	–	–	0.03%	222
2025 Q3	$37.4K	Hold	299	–	–	0.03%	213
2025 Q2	$35K	Hold	299	–	–	0.03%	193
2025 Q1	$32.3K	Hold	299	–	–	0.03%	187
2024 Q4	$34.8K	Buy	+299	New	+$35.7K	0.03%	171

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

Copia Wealth Management's RWK Position: Q1 2026 in Review

Copia Wealth Management held its Invesco S&P MidCap 400 Revenue ETF (RWK) position steady in Q1 2026 at 299 shares worth $38.4K. The position accounts for 0.03% of the portfolio, ranked #219.

Copia Wealth Management first reported a position in RWK in Q4 2024 and has held it in 6 quarters since. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

Copia Wealth Management held 299 shares of Invesco S&P MidCap 400 Revenue ETF worth $38.4K as of Q1 2026.
Copia Wealth Management left its Invesco S&P MidCap 400 Revenue ETF share count unchanged in Q1 2026.
Invesco S&P MidCap 400 Revenue ETF made up 0.03% of Copia Wealth Management's portfolio in Q1 2026, its #219 holding.
Copia Wealth Management first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2024 and has held it in 6 quarters since.
138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.