EverSource Wealth Advisors’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

EverSource Wealth Advisors’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	$6.96M	Sell	47,603 -260	-0.5%	-$36.3K	0.23%	88
2026 Q1	$6.14M	Buy	47,863 +3,440	+8%	+$454K	0.19%	98
2025 Q4	$5.62M	Sell	44,423 -505	-1%	-$63.3K	0.21%	96
2025 Q3	$5.62M	Buy	+44,928	New	+$5.53M	0.22%	92

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

VIA

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

BFG

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

EverSource Wealth Advisors's RWK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 0.54% in Q2 2026, selling an estimated $36.3K and leaving 47,603 shares worth $6.96M. The position accounts for 0.23% of the portfolio, ranked #88.

EverSource Wealth Advisors first reported a position in RWK in Q3 2025 and has held it in 4 quarters since. 140 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

EverSource Wealth Advisors held 47,603 shares of Invesco S&P MidCap 400 Revenue ETF worth $6.96M as of Q2 2026.
EverSource Wealth Advisors sold 260 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2026, an estimated $36.3K.
Invesco S&P MidCap 400 Revenue ETF made up 0.23% of EverSource Wealth Advisors's portfolio in Q2 2026, its #88 holding.
EverSource Wealth Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2025 and has held it in 4 quarters since.
140 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.