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GHP Investment Advisors’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

GHP Investment 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 		$3.52M Sell
24,075
-708
-3% -$98.9K 0.13% 190
2026
Q1 		$3.18M Sell
24,783
-217
-0.9% -$28.6K 0.13% 186
2025
Q4 		$3.16M Sell
25,000
-223
-0.9% -$27.9K 0.13% 190
2025
Q3 		$3.15M Sell
25,223
-249
-1% -$30.6K 0.13% 182
2025
Q2 		$2.98M Sell
25,472
-713
-3% -$78K 0.13% 188
2025
Q1 		$2.82M Sell
26,185
-686
-3% -$79.7K 0.14% 191
2024
Q4 		$3.12M Sell
26,871
-549
-2% -$65.6K 0.15% 190
2024
Q3 		$3.19M Sell
27,420
-191
-0.7% -$21.5K 0.15% 188
2024
Q2 		$3.03M Sell
27,611
-79
-0.3% -$8.79K 0.15% 185
2024
Q1 		$3.19M Sell
27,690
-469
-2% -$49.9K 0.16% 189
2023
Q4 		$2.96M Sell
28,159
-545
-2% -$51.9K 0.16% 186
2023
Q3 		$2.6M Sell
28,704
-316
-1% -$30.7K 0.16% 188
2023
Q2 		$2.86M Sell
29,020
-1,824
-6% -$164K 0.17% 186
2023
Q1 		$2.8M Sell
30,844
-400
-1% -$36.8K 0.18% 175
2022
Q4 		$2.68M Sell
31,244
-1,539
-5% -$131K 0.18% 179
2022
Q3 		$2.44M Sell
32,783
-804
-2% -$67K 0.19% 178
2022
Q2 		$2.63M Sell
33,587
-266
-0.8% -$22.9K 0.2% 174
2022
Q1 		$3.12M Buy
+33,853
New +$3.08M 0.21% 169
2015
Q4 		– Sell
-7,481
Closed -$335K – 279
2015
Q3 		$335K Buy
7,481
+2,120
+40% +$101K 0.09% 219
2015
Q2 		$257K Buy
5,361
+781
+17% +$39.6K 0.06% 242
2015
Q1 		$232K Hold
4,580
– – 0.06% 251
2014
Q4 		$222K Buy
+4,580
New +$213K 0.06% 249

Other funds holding RWK

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return

GHP Investment Advisors's RWK Position: Q2 2026 in Review

GHP Investment Advisors reduced its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 2.9% in Q2 2026, selling an estimated $98.9K and leaving 24,075 shares worth $3.52M. The position accounts for 0.13% of the portfolio, ranked #190.

GHP Investment Advisors first reported a position in RWK in Q4 2014 and has held it in 22 quarters since. 24 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

  • GHP Investment Advisors held 24,075 shares of Invesco S&P MidCap 400 Revenue ETF worth $3.52M as of Q2 2026.
  • GHP Investment Advisors sold 708 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2026, an estimated $98.9K.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.13% of GHP Investment Advisors's portfolio in Q2 2026, its #190 holding.
  • GHP Investment Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2014 and has held it in 22 quarters since.
  • 24 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.