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 Q2	$230K	Hold	1,572	–	–	0.01%	746
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FFW

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

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

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

RCA

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

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

Essex Financial Services's RWK Position: Q2 2026 in Review

Essex Financial Services held its Invesco S&P MidCap 400 Revenue ETF (RWK) position steady in Q2 2026 at 1,572 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #746.

Essex Financial Services first reported a position in RWK in Q3 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

Essex Financial Services held 1,572 shares of Invesco S&P MidCap 400 Revenue ETF worth $230K as of Q2 2026.
Essex Financial Services left its Invesco S&P MidCap 400 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P MidCap 400 Revenue ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #746 holding.
Essex Financial Services first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2025 and has held it in 3 quarters since.
141 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.