Guidance Capital
RWK icon

Guidance Capital’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Guidance Capital’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 		$517K Buy
3,508
+1,334
+61% +$196K 0.11% 165
2026
Q2 		$324K Buy
+2,174
New +$304K 0.07% 198

Other funds holding RWK

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fusion Family Wealth
Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Ipsen Advisor Group
Ipsen Advisor Group Little Rock, Arkansas $147M AUM 12.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Guidance Capital's RWK Position: Q3 2026 in Review

Guidance Capital increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 61% in Q3 2026, buying an estimated $196K and bringing the position to 3,508 shares worth $517K. The position accounts for 0.11% of the portfolio, ranked #165.

Guidance Capital first reported a position in RWK in Q2 2026 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold RWK as of Q3 2026.

  • Guidance Capital held 3,508 shares of Invesco S&P MidCap 400 Revenue ETF worth $517K as of Q3 2026.
  • Guidance Capital bought 1,334 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2026, an estimated $196K.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.11% of Guidance Capital's portfolio in Q3 2026, its #165 holding.
  • Guidance Capital first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2026 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2026.

Based on Guidance Capital's 13F filing for Q3 2026, filed 3 Nov 2026.