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Eagle Strategies’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Eagle Strategies’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
-46,682
Closed -$5.46M – 247
2025
Q2 		$5.46M Buy
46,682
+1,275
+3% +$140K 0.83% 33
2025
Q1 		$4.9M Buy
45,407
+3,005
+7% +$349K 0.85% 35
2024
Q4 		$4.93M Buy
42,402
+2,967
+8% +$354K 0.85% 34
2024
Q3 		$4.59M Buy
39,435
+1,033
+3% +$116K 0.83% 37
2024
Q2 		$4.22M Buy
+38,402
New +$4.27M 0.81% 37
2024
Q1 		– Sell
-29,926
Closed -$3.14M – 324
2023
Q4 		$3.14M Buy
29,926
+1,088
+4% +$104K 0.67% 41
2023
Q3 		$2.71M Buy
28,838
+1,096
+4% +$106K 0.67% 40
2023
Q2 		$2.67M Buy
+27,742
New +$2.49M 0.65% 40
2022
Q3 		– Sell
-41,457
Closed -$3.25M – 136
2022
Q2 		$3.25M Buy
41,457
+6,809
+20% +$586K 1.18% 27
2022
Q1 		$3.19M Buy
34,648
+13,956
+67% +$1.27M 1.25% 21
2021
Q4 		$1.96M Buy
+20,692
New +$1.91M 0.76% 37

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 $2.09B AUM 20.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Eagle Strategies's RWK Position: Q3 2025 in Review

Eagle Strategies sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q3 2025, closing a stake of 46,682 shares — an estimated $5.46M sold.

Eagle Strategies first reported a position in RWK in Q4 2021 and held it in 11 quarters. The position peaked at $5.46M in Q2 2025. 117 funds tracked by Wall St. Rank hold RWK as of Q3 2025.

  • Eagle Strategies reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q3 2025 after selling out during the quarter.
  • Eagle Strategies sold 46,682 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2025, an estimated $5.46M.
  • Eagle Strategies first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2021 and held it in 11 quarters.
  • Eagle Strategies's Invesco S&P MidCap 400 Revenue ETF position peaked at $5.46M in Q2 2025.
  • 117 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2025.

Based on Eagle Strategies's 13F filing for Q3 2025, filed 21 Oct 2025.