Lindbrook Capital’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Lindbrook Capital’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 Q1	$97.1K	Hold	900	–	–	0.01%	691
2024 Q4	$105K	Hold	900	–	–	0.01%	547
2024 Q3	$105K	Hold	900	–	–	0.01%	554
2024 Q2	$98.8K	Hold	900	–	–	0.01%	546
2024 Q1	$104K	Hold	900	–	–	0.01%	526
2023 Q4	$94.5K	Hold	900	–	–	0.01%	538
2023 Q3	$84.4K	Hold	900	–	–	0.01%	512
2023 Q2	$86.5K	Hold	900	–	–	0.01%	529
2023 Q1	$81.6K	Hold	900	–	–	0.01%	537
2022 Q4	$77.3K	Hold	900	–	–	0.01%	559
2022 Q3	$67K	Hold	900	–	–	0.01%	558
2022 Q2	$70K	Hold	900	–	–	0.01%	548
2022 Q1	$83K	Hold	900	–	–	0.01%	523
2021 Q4	$85K	Buy	+900	New	+$83.1K	0.01%	537

Other funds holding RWK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Lindbrook Capital's RWK Position: Q1 2025 in Review

Lindbrook Capital held its Invesco S&P MidCap 400 Revenue ETF (RWK) position steady in Q1 2025 at 900 shares worth $97.1K. The position accounts for 0.01% of the portfolio, ranked #691.

Lindbrook Capital first reported a position in RWK in Q4 2021 and has held it in 14 quarters since. The position peaked at $105K in Q3 2024. 117 funds tracked by Wall St. Rank hold RWK as of Q1 2025.

Lindbrook Capital held 900 shares of Invesco S&P MidCap 400 Revenue ETF worth $97.1K as of Q1 2025.
Lindbrook Capital left its Invesco S&P MidCap 400 Revenue ETF share count unchanged in Q1 2025.
Invesco S&P MidCap 400 Revenue ETF made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #691 holding.
Lindbrook Capital first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's Invesco S&P MidCap 400 Revenue ETF position peaked at $105K in Q3 2024.
117 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.