Dynamic Advisor Solutions
RWK icon

Dynamic Advisor Solutions’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Dynamic Advisor Solutions’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
Q3 		– Sell
-2,151
Closed -$315K – 1098
2026
Q2 		$315K Sell
2,151
-355
-14% -$49.6K 0.01% 840
2026
Q1 		$321K Sell
2,506
-12
-0.5% -$1.58K 0.01% 789
2025
Q4 		$318K Buy
2,518
+4
+0.2% +$501 0.01% 754
2025
Q3 		$314K Sell
2,514
-351
-12% -$43.2K 0.01% 765
2025
Q2 		$335K Sell
2,865
-98
-3% -$10.7K 0.01% 709
2025
Q1 		$320K Sell
2,963
-92
-3% -$10.7K 0.01% 693
2024
Q4 		$355K Sell
3,055
-81
-3% -$9.68K 0.02% 497
2024
Q3 		$365K Sell
3,136
-277
-8% -$31.2K 0.01% 692
2024
Q2 		$375K Sell
3,413
-194
-5% -$21.6K 0.01% 701
2024
Q1 		$415K Sell
3,607
-145
-4% -$15.4K 0.01% 649
2023
Q4 		$384K Buy
3,752
+313
+9% +$29.8K 0.01% 646
2023
Q3 		$323K Buy
3,439
+640
+23% +$62.2K 0.02% 638
2023
Q2 		$269K Buy
+2,799
New +$251K 0.01% 657
2022
Q2 		– Sell
-2,538
Closed -$234K – 765
2022
Q1 		$234K Sell
2,538
-237
-9% -$21.6K 0.02% 634
2021
Q4 		$263K Buy
2,775
+85
+3% +$7.85K 0.02% 609
2021
Q3 		$235K Buy
+2,690
New +$239K 0.02% 650
2014
Q4 		– Sell
-5,234
Closed -$239K – 210
2014
Q3 		$239K Sell
5,234
-492
-9% -$23.2K 0.13% 165
2014
Q2 		$273K Sell
5,726
-193
-3% -$8.85K 0.16% 161
2014
Q1 		$270K Buy
5,919
+9
+0.2% +$400 0.18% 159
2013
Q4 		$264K Buy
+5,910
New +$254K 0.2% 163

Other funds holding RWK

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFC
First Financial Corp Terre Haute, Indiana $284M AUM 22.27% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Dynamic Advisor Solutions's RWK Position: Q3 2026 in Review

Dynamic Advisor Solutions sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q3 2026, closing a stake of 2,151 shares — an estimated $315K sold.

Dynamic Advisor Solutions first reported a position in RWK in Q4 2013 and held it in 20 quarters. The position peaked at $415K in Q1 2024. 10 funds tracked by Wall St. Rank hold RWK as of Q3 2026.

  • Dynamic Advisor Solutions reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q3 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,151 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2026, an estimated $315K.
  • Dynamic Advisor Solutions first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2013 and held it in 20 quarters.
  • Dynamic Advisor Solutions's Invesco S&P MidCap 400 Revenue ETF position peaked at $415K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.