BFC Planning, Inc.’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

BFC Planning, Inc.’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	$162K	Buy	1,174 +427	+57%	+$62.8K	0.01%	1013
2026 Q2	$109K	Buy	747 +1	+0.1%	+$140	﹤0.01%	1200
2026 Q1	$95.7K	Buy	746 +1	+0.1%	+$132	﹤0.01%	1119
2025 Q4	$94.2K	Buy	745 +1	+0.1%	+$125	﹤0.01%	1140
2025 Q3	$93K	Buy	744 +1	+0.1%	+$123	0.01%	953
2025 Q2	$86.9K	Sell	743 -3,178	-81%	-$348K	0.01%	938
2025 Q1	$423K	Sell	3,921 -163	-4%	-$18.9K	0.04%	372
2024 Q4	$475K	Buy	4,084 +282	+7%	+$33.7K	0.04%	350
2024 Q3	$442K	Buy	+3,802	New	+$428K	0.04%	361

Other funds holding RWK

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $8.8B AUM 22.37% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BFC Planning, Inc.'s RWK Position: Q3 2026 in Review

BFC Planning, Inc. increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 57% in Q3 2026, buying an estimated $62.8K and bringing the position to 1,174 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #1013.

BFC Planning, Inc. first reported a position in RWK in Q3 2024 and has held it in 9 quarters since. The position peaked at $475K in Q4 2024. 119 funds tracked by Wall St. Rank hold RWK as of Q3 2026.

BFC Planning, Inc. held 1,174 shares of Invesco S&P MidCap 400 Revenue ETF worth $162K as of Q3 2026.
BFC Planning, Inc. bought 427 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2026, an estimated $62.8K.
Invesco S&P MidCap 400 Revenue ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1013 holding.
BFC Planning, Inc. first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s Invesco S&P MidCap 400 Revenue ETF position peaked at $475K in Q4 2024.
119 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.