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J. Derek Lewis & Associates’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

J. Derek Lewis & Associates’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 		$1.6M Sell
10,968
-17
-0.2% -$2.37K 0.3% 45
2026
Q1 		$1.41M Buy
10,985
+456
+4% +$60.2K 0.32% 47
2025
Q4 		$1.33M Buy
+10,529
New +$1.32M 0.31% 45

Other funds holding RWK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
IAG
Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

J. Derek Lewis & Associates's RWK Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 0.15% in Q2 2026, selling an estimated $2.37K and leaving 10,968 shares worth $1.6M. The position accounts for 0.3% of the portfolio, ranked #45.

J. Derek Lewis & Associates first reported a position in RWK in Q4 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

  • J. Derek Lewis & Associates held 10,968 shares of Invesco S&P MidCap 400 Revenue ETF worth $1.6M as of Q2 2026.
  • J. Derek Lewis & Associates sold 17 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2026, an estimated $2.37K.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.3% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #45 holding.
  • J. Derek Lewis & Associates first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.