Independent Wealth Network’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Independent Wealth Network’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	$1.88M	Buy	13,612 +9,864	+263%	+$1.45M	0.47%	48
2026 Q2	$548K	Sell	3,748 -331	-8%	-$46.2K	0.14%	169
2026 Q1	$523K	Buy	+4,079	New	+$538K	0.16%	157

Other funds holding RWK

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Independent Wealth Network's RWK Position: Q3 2026 in Review

Independent Wealth Network increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 263% in Q3 2026, buying an estimated $1.45M and bringing the position to 13,612 shares worth $1.88M. The position accounts for 0.47% of the portfolio, ranked #48.

Independent Wealth Network first reported a position in RWK in Q1 2026 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold RWK as of Q3 2026.

Independent Wealth Network held 13,612 shares of Invesco S&P MidCap 400 Revenue ETF worth $1.88M as of Q3 2026.
Independent Wealth Network bought 9,864 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2026, an estimated $1.45M.
Invesco S&P MidCap 400 Revenue ETF made up 0.47% of Independent Wealth Network's portfolio in Q3 2026, its #48 holding.
Independent Wealth Network first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2026 and has held it in 3 quarters since.
92 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.