Crewe Advisors’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Crewe Advisors’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	$129K	Hold	881	–	–	0.01%	293
2026 Q1	$113K	Hold	881	–	–	0.01%	275
2025 Q4	$111K	Hold	881	–	–	0.01%	270
2025 Q3	$110K	Hold	881	–	–	0.01%	277
2025 Q2	$103K	Hold	881	–	–	0.01%	217
2025 Q1	$95K	Sell	881 -160	-15%	-$18.6K	0.01%	206
2024 Q4	$121K	Hold	1,041	–	–	0.02%	184
2024 Q3	$121K	Hold	1,041	–	–	0.01%	208
2024 Q2	$114K	Hold	1,041	–	–	0.01%	249
2024 Q1	$120K	Hold	1,041	–	–	0.01%	247
2023 Q4	$109K	Buy	+1,041	New	+$99.2K	0.02%	97

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

Crewe Advisors's RWK Position: Q2 2026 in Review

Crewe Advisors held its Invesco S&P MidCap 400 Revenue ETF (RWK) position steady in Q2 2026 at 881 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #293.

Crewe Advisors first reported a position in RWK in Q4 2023 and has held it in 11 quarters since. 140 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

Crewe Advisors held 881 shares of Invesco S&P MidCap 400 Revenue ETF worth $129K as of Q2 2026.
Crewe Advisors 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 Crewe Advisors's portfolio in Q2 2026, its #293 holding.
Crewe Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2023 and has held it in 11 quarters since.
140 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.