Institute for Wealth Management’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Institute for Wealth Management’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	$76.8K	Buy	+525	New	+$73.3K	0.01%	762
2020 Q1	–	Sell	-575	Closed	-$37K	–	620
2019 Q4	$37K	Buy	+575	New	+$35.8K	0.01%	530

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

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

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

RCA

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

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

Institute for Wealth Management's RWK Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2026: 525 shares worth $76.8K. The stake represents 0.01% of the portfolio and ranks #762 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in RWK as recently as Q4 2019.

Institute for Wealth Management first reported a position in RWK in Q4 2019 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

Institute for Wealth Management held 525 shares of Invesco S&P MidCap 400 Revenue ETF worth $76.8K as of Q2 2026.
Invesco S&P MidCap 400 Revenue ETF was a new Institute for Wealth Management position in Q2 2026.
Invesco S&P MidCap 400 Revenue ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #762 holding.
Institute for Wealth Management first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2019 and has held it in 2 quarters since.
141 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.