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Marshall & Sterling Wealth Advisors’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$5.11M Buy
34,972
+1,005
+3% +$140K 3.03% 9
2026
Q1 		$4.36M Sell
33,967
-1,262
-4% -$167K 2.85% 8
2025
Q4 		$4.46M Buy
35,229
+59
+0.2% +$7.39K 2.94% 11
2025
Q3 		$4.39M Buy
35,170
+57
+0.2% +$7.02K 2.81% 9
2025
Q2 		$4.1M Sell
35,113
-214
-0.6% -$23.4K 2.77% 11
2025
Q1 		$3.81M Sell
35,327
-83
-0.2% -$9.64K 2.59% 11
2024
Q4 		$4.12M Buy
+35,410
New +$4.23M 2.84% 10

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
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
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 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 & Sterling Wealth Advisors's RWK Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 3% in Q2 2026, buying an estimated $140K and bringing the position to 34,972 shares worth $5.11M. The position accounts for 3.03% of the portfolio, ranked #9.

Marshall & Sterling Wealth Advisors first reported a position in RWK in Q4 2024 and has held it in 7 quarters since. 31 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 34,972 shares of Invesco S&P MidCap 400 Revenue ETF worth $5.11M as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 1,005 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2026, an estimated $140K.
  • Invesco S&P MidCap 400 Revenue ETF made up 3.03% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2024 and has held it in 7 quarters since.
  • 31 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.