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Cornerstone Planning Group’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Cornerstone Planning Group’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 		$27.2K Hold
184
– – ﹤0.01% 576
2026
Q1 		$25.6K Hold
184
– – ﹤0.01% 595
2025
Q4 		$24.3K Buy
184
+38
+26% +$4.76K ﹤0.01% 537
2025
Q3 		$18K Buy
+146
New +$18K ﹤0.01% 613

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cornerstone Planning Group's RWK Position: Q2 2026 in Review

Cornerstone Planning Group held its Invesco S&P MidCap 400 Revenue ETF (RWK) position steady in Q2 2026 at 184 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Cornerstone Planning Group first reported a position in RWK in Q3 2025 and has held it in 4 quarters since. 141 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

  • Cornerstone Planning Group held 184 shares of Invesco S&P MidCap 400 Revenue ETF worth $27.2K as of Q2 2026.
  • Cornerstone Planning Group left its Invesco S&P MidCap 400 Revenue ETF share count unchanged in Q2 2026.
  • Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #576 holding.
  • Cornerstone Planning Group first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2025 and has held it in 4 quarters since.
  • 141 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.