LBC
RWK icon

Leigh Baldwin & Co’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Leigh Baldwin & Co’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
2025
Q4 		– Sell
-4,869
Closed -$609K – 203
2025
Q3 		$609K Buy
4,869
+14
+0.3% +$1.72K 0.34% 71
2025
Q2 		$568K Buy
4,855
+20
+0.4% +$2.19K 0.37% 72
2025
Q1 		$522K Buy
4,835
+16
+0.3% +$1.86K 0.42% 62
2024
Q4 		$560K Buy
+4,819
New +$576K 0.47% 49

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Leigh Baldwin & Co's RWK Position: Q4 2025 in Review

Leigh Baldwin & Co sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q4 2025, closing a stake of 4,869 shares — an estimated $609K sold.

Leigh Baldwin & Co first reported a position in RWK in Q4 2024 and held it in 4 quarters. The position peaked at $609K in Q3 2025. 128 funds tracked by Wall St. Rank hold RWK as of Q4 2025.

  • Leigh Baldwin & Co reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q4 2025 after selling out during the quarter.
  • Leigh Baldwin & Co sold 4,869 Invesco S&P MidCap 400 Revenue ETF shares in Q4 2025, an estimated $609K.
  • Leigh Baldwin & Co first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2024 and held it in 4 quarters.
  • Leigh Baldwin & Co's Invesco S&P MidCap 400 Revenue ETF position peaked at $609K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q4 2025.

Based on Leigh Baldwin & Co's 13F filing for Q4 2025, filed 12 Feb 2026.