EH
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Equitable Holdings’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Equitable Holdings’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
Q1 		$471K Sell
3,724
-75
-2% -$9.9K ﹤0.01% 1275
2025
Q4 		$480K Buy
3,799
+87
+2% +$10.9K ﹤0.01% 1127
2025
Q3 		$464K Buy
3,712
+819
+28% +$101K ﹤0.01% 1107
2025
Q2 		$338K Sell
2,893
-14
-0.5% -$1.53K ﹤0.01% 1157
2025
Q1 		$314K Sell
2,907
-239
-8% -$27.8K ﹤0.01% 1079
2024
Q4 		$366K Buy
3,146
+2
+0.1% +$239 ﹤0.01% 976
2024
Q3 		$366K Sell
3,144
-936
-23% -$105K ﹤0.01% 967
2024
Q2 		$448K Buy
4,080
+5
+0.1% +$556 ﹤0.01% 872
2024
Q1 		$469K Buy
4,075
+345
+9% +$36.7K 0.01% 824
2023
Q4 		$392K Sell
3,730
-46
-1% -$4.38K ﹤0.01% 850
2023
Q3 		$354K Buy
3,776
+203
+6% +$19.7K 0.01% 827
2023
Q2 		$343K Buy
3,573
+104
+3% +$9.33K ﹤0.01% 811
2023
Q1 		$314K Sell
3,469
-20,075
-85% -$1.85M 0.01% 781
2022
Q4 		$2.02M Buy
+23,544
New +$2M 0.04% 297
2022
Q2 		– Sell
-2,516
Closed -$232K – 905
2022
Q1 		$232K Hold
2,516
– – ﹤0.01% 799
2021
Q4 		$238K Hold
2,516
– – ﹤0.01% 779
2021
Q3 		$219K Hold
2,516
– – ﹤0.01% 776
2021
Q2 		$223K Hold
2,516
– – ﹤0.01% 755
2021
Q1 		$216K Buy
+2,516
New +$199K ﹤0.01% 704

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Equitable Holdings's RWK Position: Q1 2026 in Review

Equitable Holdings reduced its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 2% in Q1 2026, selling an estimated $9.9K and leaving 3,724 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Equitable Holdings first reported a position in RWK in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.02M in Q4 2022. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

  • Equitable Holdings held 3,724 shares of Invesco S&P MidCap 400 Revenue ETF worth $471K as of Q1 2026.
  • Equitable Holdings sold 75 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2026, an estimated $9.9K.
  • Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1275 holding.
  • Equitable Holdings first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2021 and has held it in 19 quarters since.
  • Equitable Holdings's Invesco S&P MidCap 400 Revenue ETF position peaked at $2.02M in Q4 2022.
  • 138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.