MFGM
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Marshall Financial Group (Maryland)’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.03M Buy
7,034
+1
+0% +$140 0.15% 130
2026
Q1 		$902K Buy
7,033
+42
+0.6% +$5.54K 0.14% 132
2025
Q4 		$884K Sell
6,991
-29
-0.4% -$3.63K 0.17% 132
2025
Q3 		$878K Buy
7,020
+6
+0.1% +$739 0.17% 145
2025
Q2 		$846K Buy
7,014
+12
+0.2% +$1.31K 0.17% 149
2025
Q1 		$755K Sell
7,002
-17
-0.2% -$1.98K 0.17% 146
2024
Q4 		$816K Sell
7,019
-58
-0.8% -$6.93K 0.2% 130
2024
Q3 		$823K Sell
7,077
-438
-6% -$49.3K 0.2% 135
2024
Q2 		$825K Buy
7,515
+16
+0.2% +$1.78K 0.23% 113
2024
Q1 		$863K Sell
7,499
-7
-0.1% -$745 0.25% 112
2023
Q4 		$788K Buy
7,506
+31
+0.4% +$2.95K 0.25% 108
2023
Q3 		$701K Sell
7,475
-669
-8% -$65K 0.25% 103
2023
Q2 		$782K Buy
8,144
+17
+0.2% +$1.52K 0.27% 98
2023
Q1 		$736K Buy
8,127
+16
+0.2% +$1.47K 0.26% 104
2022
Q4 		$696K Sell
8,111
-398
-5% -$33.8K 0.27% 116
2022
Q3 		$633K Sell
8,509
-849
-9% -$70.7K 0.27% 120
2022
Q2 		$733K Buy
9,358
+525
+6% +$45.2K 0.29% 115
2022
Q1 		$814K Sell
8,833
-132
-1% -$12K 0.33% 107
2021
Q4 		$849K Sell
8,965
-80
-0.9% -$7.39K 0.31% 121
2021
Q3 		$789K Sell
9,045
-46
-0.5% -$4.08K 0.41% 86
2021
Q2 		$805K Sell
9,091
-2,481
-21% -$222K 0.43% 73
2021
Q1 		$996K Sell
11,572
-61
-0.5% -$4.82K 0.6% 70
2020
Q4 		$828K Buy
+11,633
New +$744K 0.54% 72

Other funds holding RWK

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 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
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
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Marshall Financial Group (Maryland)'s RWK Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 0.01% in Q2 2026, buying an estimated $140 and bringing the position to 7,034 shares worth $1.03M. The position accounts for 0.15% of the portfolio, ranked #130.

Marshall Financial Group (Maryland) first reported a position in RWK in Q4 2020 and has held it in 23 quarters since. 31 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

  • Marshall Financial Group (Maryland) held 7,034 shares of Invesco S&P MidCap 400 Revenue ETF worth $1.03M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 1 Invesco S&P MidCap 400 Revenue ETF share in Q2 2026, an estimated $140.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.15% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #130 holding.
  • Marshall Financial Group (Maryland) first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2020 and has held it in 23 quarters since.
  • 31 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.