Kestra Advisory Services’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Kestra Advisory Services’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	$2.94M	Buy	21,208 +1,922	+10%	+$283K	0.01%	1190
2026 Q2	$2.82M	Sell	19,286 -3,774	-16%	-$527K	0.01%	1146
2026 Q1	$2.96M	Buy	23,060 +5,005	+28%	+$661K	0.01%	1073
2025 Q4	$2.28M	Buy	18,055 +9,762	+118%	+$1.22M	0.01%	1143
2025 Q3	$1.04M	Buy	8,293 +498	+6%	+$61.3K	﹤0.01%	1565
2025 Q2	$911K	Buy	7,795 +868	+13%	+$95K	﹤0.01%	1539
2025 Q1	$747K	Buy	+6,927	New	+$805K	﹤0.01%	1570
2024 Q4	–	Sell	-3,457	Closed	-$402K	–	2798
2024 Q3	$402K	Sell	3,457 -15	-0.4%	-$1.69K	﹤0.01%	1906
2024 Q2	$381K	Buy	+3,472	New	+$386K	﹤0.01%	1966
2022 Q4	–	Sell	-3,171	Closed	-$236K	–	2332
2022 Q3	$236K	Buy	+3,171	New	+$264K	﹤0.01%	1754

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

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

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

Ipsen Advisor Group Little Rock, Arkansas $147M AUM 12.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kestra Advisory Services's RWK Position: Q3 2026 in Review

Kestra Advisory Services increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 10% in Q3 2026, buying an estimated $283K and bringing the position to 21,208 shares worth $2.94M. The position accounts for 0.01% of the portfolio, ranked #1190.

Kestra Advisory Services first reported a position in RWK in Q3 2022 and has held it in 10 quarters since. The position peaked at $2.96M in Q1 2026. 75 funds tracked by Wall St. Rank hold RWK as of Q3 2026.

Kestra Advisory Services held 21,208 shares of Invesco S&P MidCap 400 Revenue ETF worth $2.94M as of Q3 2026.
Kestra Advisory Services bought 1,922 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2026, an estimated $283K.
Invesco S&P MidCap 400 Revenue ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1190 holding.
Kestra Advisory Services first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2022 and has held it in 10 quarters since.
Kestra Advisory Services's Invesco S&P MidCap 400 Revenue ETF position peaked at $2.96M in Q1 2026.
75 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.