IFP Advisors
RWK icon

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

IFP 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
Q3 		$358K Hold
2,584
– – 0.01% 1227
2026
Q2 		$378K Hold
2,584
– – 0.01% 1170
2026
Q1 		$331K Hold
2,584
– – 0.01% 1141
2025
Q4 		$327K Buy
2,584
+38
+1% +$4.76K 0.01% 1121
2025
Q3 		$318K Hold
2,546
– – 0.01% 1066
2025
Q2 		$298K Hold
2,546
– – 0.01% 1066
2025
Q1 		$275K Hold
2,546
– – 0.01% 1026
2024
Q4 		$296K Hold
2,546
– – 0.01% 949
2024
Q3 		$296K Hold
2,546
– – 0.01% 903
2024
Q2 		$280K Hold
2,546
– – 0.01% 875
2024
Q1 		$293K Buy
+2,546
New +$271K 0.01% 811
2022
Q4 		– Sell
-2,392
Closed -$135K – 4803
2022
Q3 		$135K Buy
2,392
+35
+1% +$2.92K ﹤0.01% 1654
2022
Q2 		$132K Hold
2,357
– – ﹤0.01% 1512
2022
Q1 		$132K Buy
+2,357
New +$215K ﹤0.01% 1512
2018
Q4 		– Sell
-2,306
Closed -$145K – 3817
2018
Q3 		$145K Buy
2,306
+1
+0% +$63 0.01% 1260
2018
Q2 		$141K Sell
2,305
-1,296
-36% -$78.4K 0.01% 1286
2018
Q1 		$219K Hold
3,601
– – 0.01% 949
2017
Q4 		$219K Sell
3,601
-652
-15% -$38.3K 0.01% 951
2017
Q3 		$245K Buy
4,253
+158
+4% +$8.85K 0.01% 1024
2017
Q2 		$231K Sell
4,095
-32,606
-89% -$1.81M 0.01% 1042
2017
Q1 		$2.04M Buy
36,701
+34,717
+1,750% +$1.92M 0.09% 246
2016
Q4 		$107K Buy
1,984
+1,260
+174% +$65.4K 0.01% 1409
2016
Q3 		$36K Buy
724
+40
+6% +$1.99K ﹤0.01% 2013
2016
Q2 		$33K Buy
+684
New +$32.6K ﹤0.01% 2017
2016
Q1 		– Sell
-684
Closed -$31K – 3228
2015
Q4 		$31K Buy
+684
New +$32K ﹤0.01% 1893

Other funds holding RWK

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

IFP Advisors's RWK Position: Q3 2026 in Review

IFP Advisors held its Invesco S&P MidCap 400 Revenue ETF (RWK) position steady in Q3 2026 at 2,584 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #1227.

IFP Advisors first reported a position in RWK in Q4 2015 and has held it in 25 quarters since. The position peaked at $2.04M in Q1 2017. 22 funds tracked by Wall St. Rank hold RWK as of Q3 2026.

  • IFP Advisors held 2,584 shares of Invesco S&P MidCap 400 Revenue ETF worth $358K as of Q3 2026.
  • IFP Advisors left its Invesco S&P MidCap 400 Revenue ETF share count unchanged in Q3 2026.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1227 holding.
  • IFP Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2015 and has held it in 25 quarters since.
  • IFP Advisors's Invesco S&P MidCap 400 Revenue ETF position peaked at $2.04M in Q1 2017.
  • 22 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.