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

DHK Financial 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
2025 Q2	$413K	Buy	3,536 +14	+0.4%	+$1.53K	0.24%	73
2025 Q1	$380K	Buy	3,522 +12	+0.3%	+$1.39K	0.21%	74
2024 Q4	$408K	Buy	3,510 +10	+0.3%	+$1.19K	0.25%	67
2024 Q3	$407K	Hold	3,500	–	–	0.25%	61
2024 Q2	$384K	Buy	+3,500	New	+$389K	0.27%	57

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

FFW

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

RCA

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

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

DHK Financial Advisors's RWK Position: Q2 2025 in Review

DHK Financial Advisors increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 0.4% in Q2 2025, buying an estimated $1.53K and bringing the position to 3,536 shares worth $413K. The position accounts for 0.24% of the portfolio, ranked #73.

DHK Financial Advisors first reported a position in RWK in Q2 2024 and has held it in 5 quarters since. 120 funds tracked by Wall St. Rank hold RWK as of Q2 2025.

DHK Financial Advisors held 3,536 shares of Invesco S&P MidCap 400 Revenue ETF worth $413K as of Q2 2025.
DHK Financial Advisors bought 14 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2025, an estimated $1.53K.
Invesco S&P MidCap 400 Revenue ETF made up 0.24% of DHK Financial Advisors's portfolio in Q2 2025, its #73 holding.
DHK Financial Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2024 and has held it in 5 quarters since.
120 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.