CFD
RWK icon

Creative Financial Designs’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Creative Financial Designs’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
2025
Q3 		– Sell
-132
Closed -$15.4K – 2115
2025
Q2 		$15.4K Buy
+132
New +$14.4K ﹤0.01% 1212

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Creative Financial Designs's RWK Position: Q3 2025 in Review

Creative Financial Designs sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q3 2025, closing a stake of 132 shares — an estimated $15.4K sold.

Creative Financial Designs first reported a position in RWK in Q2 2025 and held it in 1 quarter. The position peaked at $15.4K in Q2 2025. 117 funds tracked by Wall St. Rank hold RWK as of Q3 2025.

  • Creative Financial Designs reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q3 2025 after selling out during the quarter.
  • Creative Financial Designs sold 132 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2025, an estimated $15.4K.
  • Creative Financial Designs first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2025 and held it in 1 quarter.
  • Creative Financial Designs's Invesco S&P MidCap 400 Revenue ETF position peaked at $15.4K in Q2 2025.
  • 117 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2025.

Based on Creative Financial Designs's 13F filing for Q3 2025, filed 12 Nov 2025.