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Greenline Wealth Management’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Greenline Wealth Management’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
Q1 		– Sell
-528
Closed -$66.8K – 429
2025
Q4 		$66.8K Buy
+528
New +$66.2K 0.07% 172

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Greenline Wealth Management's RWK Position: Q1 2026 in Review

Greenline Wealth Management sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q1 2026, closing a stake of 528 shares — an estimated $66.8K sold.

Greenline Wealth Management first reported a position in RWK in Q4 2025 and held it in 1 quarter. The position peaked at $66.8K in Q4 2025. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

  • Greenline Wealth Management reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 528 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2026, an estimated $66.8K.
  • Greenline Wealth Management first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Invesco S&P MidCap 400 Revenue ETF position peaked at $66.8K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.