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Keystone Financial Services (Nebraska)’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Keystone Financial Services (Nebraska)’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 		$910K Buy
6,223
+4,613
+287% +$644K 0.55% 29
2026
Q1 		$206K Buy
+1,610
New +$213K 0.14% 56

Other funds holding RWK

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 28.74% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Keystone Financial Services (Nebraska)'s RWK Position: Q2 2026 in Review

Keystone Financial Services (Nebraska) increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 287% in Q2 2026, buying an estimated $644K and bringing the position to 6,223 shares worth $910K. The position accounts for 0.55% of the portfolio, ranked #29.

Keystone Financial Services (Nebraska) first reported a position in RWK in Q1 2026 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

  • Keystone Financial Services (Nebraska) held 6,223 shares of Invesco S&P MidCap 400 Revenue ETF worth $910K as of Q2 2026.
  • Keystone Financial Services (Nebraska) bought 4,613 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2026, an estimated $644K.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.55% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #29 holding.
  • Keystone Financial Services (Nebraska) first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2026 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.