Financial Life Planners’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Financial Life Planners’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	$26K	Buy	178 +1	+0.6%	+$140	0.02%	177
2026 Q1	$22.8K	Buy	+177	New	+$23.4K	0.02%	179
2025 Q4	–	Sell	-176	Closed	-$22.1K	–	271
2025 Q3	$22.1K	Buy	+176	New	+$21.7K	0.01%	198
2025 Q1	–	Sell	-559	Closed	-$64.9K	–	311
2024 Q4	$64.9K	Buy	+559	New	+$66.8K	0.05%	99

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

Financial Life Planners's RWK Position: Q2 2026 in Review

Financial Life Planners increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 0.56% in Q2 2026, buying an estimated $140 and bringing the position to 178 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #177.

Financial Life Planners first reported a position in RWK in Q4 2024 and has held it in 4 quarters since. The position peaked at $64.9K in Q4 2024. 140 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

Financial Life Planners held 178 shares of Invesco S&P MidCap 400 Revenue ETF worth $26K as of Q2 2026.
Financial Life Planners bought 1 Invesco S&P MidCap 400 Revenue ETF share in Q2 2026, an estimated $140.
Invesco S&P MidCap 400 Revenue ETF made up 0.02% of Financial Life Planners's portfolio in Q2 2026, its #177 holding.
Financial Life Planners first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2024 and has held it in 4 quarters since.
Financial Life Planners's Invesco S&P MidCap 400 Revenue ETF position peaked at $64.9K in Q4 2024.
140 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.