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 Q2	$43.7K	Hold	299	–	–	0.03%	227
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Copia Wealth Management's RWK Position: Q2 2026 in Review

Copia Wealth Management held its Invesco S&P MidCap 400 Revenue ETF (RWK) position steady in Q2 2026 at 299 shares worth $43.7K. The position accounts for 0.03% of the portfolio, ranked #227.

Copia Wealth Management first reported a position in RWK in Q4 2024 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

Copia Wealth Management held 299 shares of Invesco S&P MidCap 400 Revenue ETF worth $43.7K as of Q2 2026.
Copia Wealth Management left its Invesco S&P MidCap 400 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P MidCap 400 Revenue ETF made up 0.03% of Copia Wealth Management's portfolio in Q2 2026, its #227 holding.
Copia Wealth Management first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2024 and has held it in 7 quarters since.
141 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.