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Farther Finance Advisors’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Farther Finance 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
Q3 		$40.7K Sell
294
-197
-40% -$29K ﹤0.01% 3595
2026
Q2 		$71.8K Sell
491
-43
-8% -$6K ﹤0.01% 2961
2026
Q1 		$69.1K Buy
534
+294
+123% +$38.8K ﹤0.01% 2767
2025
Q4 		$30.4K Buy
+240
New +$30.1K ﹤0.01% 3144

Other funds holding RWK

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFC
First Financial Corp Terre Haute, Indiana $284M AUM 22.27% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Farther Finance Advisors's RWK Position: Q3 2026 in Review

Farther Finance Advisors reduced its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 40% in Q3 2026, selling an estimated $29K and leaving 294 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3595.

Farther Finance Advisors first reported a position in RWK in Q4 2025 and has held it in 4 quarters since. The position peaked at $71.8K in Q2 2026. 10 funds tracked by Wall St. Rank hold RWK as of Q3 2026.

  • Farther Finance Advisors held 294 shares of Invesco S&P MidCap 400 Revenue ETF worth $40.7K as of Q3 2026.
  • Farther Finance Advisors sold 197 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2026, an estimated $29K.
  • Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3595 holding.
  • Farther Finance Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's Invesco S&P MidCap 400 Revenue ETF position peaked at $71.8K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.