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 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

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

IFP Advisors's RWK Position: Q2 2026 in Review

IFP Advisors held its Invesco S&P MidCap 400 Revenue ETF (RWK) position steady in Q2 2026 at 2,584 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #1170.

IFP Advisors first reported a position in RWK in Q4 2015 and has held it in 24 quarters since. The position peaked at $2.04M in Q1 2017. 140 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

IFP Advisors held 2,584 shares of Invesco S&P MidCap 400 Revenue ETF worth $378K as of Q2 2026.
IFP Advisors left its Invesco S&P MidCap 400 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P MidCap 400 Revenue ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1170 holding.
IFP Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2015 and has held it in 24 quarters since.
IFP Advisors's Invesco S&P MidCap 400 Revenue ETF position peaked at $2.04M in Q1 2017.
140 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.