EFS
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Essex Financial Services’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Essex Financial Services’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 		$202K Buy
+1,572
New +$208K 0.01% 756
2025
Q4 		– Sell
-1,638
Closed -$205K – 805
2025
Q3 		$205K Buy
+1,638
New +$202K 0.01% 716

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

Essex Financial Services's RWK Position: Q1 2026 in Review

Essex Financial Services opened a new position in Invesco S&P MidCap 400 Revenue ETF (RWK) in Q1 2026: 1,572 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #756 among its holdings. This is a return to the name: Essex Financial Services previously reported a position in RWK as recently as Q3 2025.

Essex Financial Services first reported a position in RWK in Q3 2025 and has held it in 2 quarters since. The position peaked at $205K in Q3 2025. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

  • Essex Financial Services held 1,572 shares of Invesco S&P MidCap 400 Revenue ETF worth $202K as of Q1 2026.
  • Invesco S&P MidCap 400 Revenue ETF was a new Essex Financial Services position in Q1 2026.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #756 holding.
  • Essex Financial Services first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2025 and has held it in 2 quarters since.
  • Essex Financial Services's Invesco S&P MidCap 400 Revenue ETF position peaked at $205K in Q3 2025.
  • 138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.