Global Retirement Partners’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Global Retirement Partners’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	$255K	Buy	+1,743	New	+$243K	﹤0.01%	1427
2025 Q4	$524K	Buy	4,142 +2,400	+138%	+$301K	0.01%	938
2025 Q3	$218K	Buy	1,742 +2	+0.1%	+$246	﹤0.01%	1125
2025 Q2	$203K	Buy	+1,740	New	+$190K	0.01%	1083
2024 Q4	$219K	Buy	1,886 +386	+26%	+$46.1K	0.01%	910
2024 Q3	$174K	Buy	1,500 +270	+22%	+$30.4K	0.01%	970
2024 Q2	$135K	Buy	1,230 +394	+47%	+$43.8K	﹤0.01%	1054
2024 Q1	$96.2K	Sell	836 -19	-2%	-$2.02K	﹤0.01%	1103
2023 Q4	$86.8K	Buy	855 +71	+9%	+$6.76K	﹤0.01%	1115
2023 Q3	$71.4K	Buy	784 +1	+0.1%	+$97	﹤0.01%	1077
2023 Q2	$75.2K	Buy	783 +1	+0.1%	+$90	﹤0.01%	1072
2023 Q1	$68K	Buy	782 +440	+129%	+$40.5K	﹤0.01%	1098
2022 Q4	$29.4K	Hold	342	–	–	﹤0.01%	1311
2022 Q3	$29K	Buy	+342	New	+$28.5K	﹤0.01%	1229

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

Global Retirement Partners's RWK Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2026: 1,743 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #1427 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in RWK as recently as Q4 2025.

Global Retirement Partners first reported a position in RWK in Q3 2022 and has held it in 14 quarters since. The position peaked at $524K in Q4 2025. 141 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

Global Retirement Partners held 1,743 shares of Invesco S&P MidCap 400 Revenue ETF worth $255K as of Q2 2026.
Invesco S&P MidCap 400 Revenue ETF was a new Global Retirement Partners position in Q2 2026.
Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1427 holding.
Global Retirement Partners first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2022 and has held it in 14 quarters since.
Global Retirement Partners's Invesco S&P MidCap 400 Revenue ETF position peaked at $524K in Q4 2025.
141 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.