HBW Advisory Services’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

HBW Advisory Services’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
2025 Q2	–	Sell	-2,032	Closed	-$219K	–	417
2025 Q1	$219K	Buy	2,032 +240	+13%	+$27.9K	0.03%	353
2024 Q4	$208K	Buy	+1,792	New	+$214K	0.02%	357

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

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HBW Advisory Services's RWK Position: Q2 2025 in Review

HBW Advisory Services sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2025, closing a stake of 2,032 shares — an estimated $219K sold.

HBW Advisory Services first reported a position in RWK in Q4 2024 and held it in 2 quarters. The position peaked at $219K in Q1 2025. 120 funds tracked by Wall St. Rank hold RWK as of Q2 2025.

HBW Advisory Services reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q2 2025 after selling out during the quarter.
HBW Advisory Services sold 2,032 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2025, an estimated $219K.
HBW Advisory Services first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2024 and held it in 2 quarters.
HBW Advisory Services's Invesco S&P MidCap 400 Revenue ETF position peaked at $219K in Q1 2025.
120 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2025.

Based on HBW Advisory Services's 13F filing for Q2 2025, filed 2 Jul 2025.