MML Investors Services
RWK icon

MML Investors Services’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

MML Investors Services’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
Q1 		$1.09M Sell
8,512
-26,426
-76% -$3.49M ﹤0.01% 1714
2025
Q4 		$4.42M Sell
34,938
-7,829
-18% -$981K 0.01% 927
2025
Q3 		$5.35M Buy
42,767
+1,469
+4% +$181K 0.01% 796
2025
Q2 		$4.83M Buy
41,298
+15,593
+61% +$1.71M 0.01% 805
2025
Q1 		$2.77M Sell
25,705
-1,088
-4% -$126K 0.01% 1017
2024
Q4 		$3.11M Buy
26,793
+2,952
+12% +$353K 0.01% 907
2024
Q3 		$2.77M Buy
23,841
+331
+1% +$37.2K 0.01% 926
2024
Q2 		$2.58M Buy
23,510
+1,461
+7% +$162K 0.01% 926
2024
Q1 		$2.54M Buy
22,049
+3,818
+21% +$406K 0.01% 937
2023
Q4 		$1.92M Sell
18,231
-3,795
-17% -$362K 0.01% 1015
2023
Q3 		$2.07M Buy
22,026
+9,584
+77% +$931K 0.01% 892
2023
Q2 		$1.2M Sell
12,442
-8,750
-41% -$785K 0.01% 1142
2023
Q1 		$1.92M Buy
21,192
+62
+0.3% +$5.71K 0.01% 798
2022
Q4 		$1.81M Buy
21,130
+9,833
+87% +$835K 0.01% 868
2022
Q3 		$840K Buy
11,297
+6,515
+136% +$543K 0.01% 1146
2022
Q2 		$374K Buy
4,782
+1,168
+32% +$101K ﹤0.01% 1560
2022
Q1 		$333K Sell
3,614
-3,763
-51% -$343K ﹤0.01% 1657
2021
Q4 		$698K Sell
7,377
-690
-9% -$63.7K 0.01% 1231
2021
Q3 		$704K Buy
8,067
+1,181
+17% +$105K 0.01% 1189
2021
Q2 		$610K Buy
+6,886
New +$617K 0.01% 1227

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MML Investors Services's RWK Position: Q1 2026 in Review

MML Investors Services reduced its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 76% in Q1 2026, selling an estimated $3.49M and leaving 8,512 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

MML Investors Services first reported a position in RWK in Q2 2021 and has held it in 20 quarters since. The position peaked at $5.35M in Q3 2025. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

  • MML Investors Services held 8,512 shares of Invesco S&P MidCap 400 Revenue ETF worth $1.09M as of Q1 2026.
  • MML Investors Services sold 26,426 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2026, an estimated $3.49M.
  • Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #1714 holding.
  • MML Investors Services first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2021 and has held it in 20 quarters since.
  • MML Investors Services's Invesco S&P MidCap 400 Revenue ETF position peaked at $5.35M in Q3 2025.
  • 138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.