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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Independent Wealth Network's RWK Position: Q2 2026 in Review

Independent Wealth Network reduced its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 8.1% in Q2 2026, selling an estimated $46.2K and leaving 3,748 shares worth $548K. The position accounts for 0.14% of the portfolio, ranked #169.

Independent Wealth Network first reported a position in RWK in Q1 2026 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

  • Independent Wealth Network held 3,748 shares of Invesco S&P MidCap 400 Revenue ETF worth $548K as of Q2 2026.
  • Independent Wealth Network sold 331 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2026, an estimated $46.2K.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.14% of Independent Wealth Network's portfolio in Q2 2026, its #169 holding.
  • Independent Wealth Network first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2026 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.