Focus Partners Wealth
RWK icon

Focus Partners Wealth’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Focus Partners Wealth’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
2025
Q3 		– Sell
-1,796
Closed -$210K – 2294
2025
Q2 		$210K Buy
+1,796
New +$197K ﹤0.01% 1847
2025
Q1 		– Sell
-1,796
Closed -$209K – 2013
2024
Q4 		$209K Buy
+1,796
New +$215K ﹤0.01% 1713

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Focus Partners Wealth's RWK Position: Q3 2025 in Review

Focus Partners Wealth sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q3 2025, closing a stake of 1,796 shares — an estimated $210K sold.

Focus Partners Wealth first reported a position in RWK in Q4 2024 and held it in 2 quarters. The position peaked at $210K in Q2 2025. 117 funds tracked by Wall St. Rank hold RWK as of Q3 2025.

  • Focus Partners Wealth reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q3 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 1,796 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2025, an estimated $210K.
  • Focus Partners Wealth first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2024 and held it in 2 quarters.
  • Focus Partners Wealth's Invesco S&P MidCap 400 Revenue ETF position peaked at $210K in Q2 2025.
  • 117 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2025.

Based on Focus Partners Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.